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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,244 | $77,358-71.2% | $102,184-78.2% | $87,485-74.6% |
| Participation rate | 96.2% | 78.7%+17.5pp | 82.6%+13.6pp | 68.9%+27.2pp |
| Annual return | 37.05% | 41.11%-4.1pp | 31.58%+5.5pp | 26.06%+11.0pp |
| Employer contribution / active EE | $4,710 | $2,562+83.8% | $3,594+31.0% | $2,596+81.4% |
| Participant deferral / active EE | $9,759 | $6,753+44.5% | $8,309+17.4% | $4,274+128.3% |
| Admin fee / account holder | $29 | $6,809-99.6% | $11,609-99.7% | $7,775-99.6% |