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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,047 | $57,061-59.6% | $85,063-72.9% | $80,911-71.5% |
| Participation rate | 93.8% | 56.3%+37.4pp | 67.5%+26.2pp | 67.6%+26.1pp |
| Annual return | 31.99% | 21.66%+10.3pp | 66.54%-34.5pp | 35.63%-3.6pp |
| Employer contribution / active EE | $4,633 | $1,799+157.6% | $2,727+69.9% | $2,756+68.1% |
| Participant deferral / active EE | $7,544 | $3,110+142.5% | $4,523+66.8% | $4,297+75.6% |
| Admin fee / account holder | $32 | $4,986-99.4% | $6,155-99.5% | $6,935-99.5% |