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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,588 | $83,485-59.8% | $125,195-73.2% | $72,976-54.0% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.5%+21.4pp |
| Annual return | 36.23% | 25.77%+10.5pp | 43.79%-7.6pp | 81.02%-44.8pp |
| Employer contribution / active EE | $3,175 | $2,346+35.3% | $3,866-17.9% | $2,440+30.1% |
| Participant deferral / active EE | $7,214 | $3,586+101.2% | $4,937+46.1% | $3,608+100.0% |
| Admin fee / account holder | $205 | $5,518-96.3% | $9,704-97.9% | $5,124-96.0% |