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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,244 | $78,520-71.7% | $96,576-77.0% | $82,448-73.0% |
| Participation rate | 96.2% | 77.7%+18.4pp | 81.4%+14.7pp | 68.1%+28.1pp |
| Annual return | 37.05% | 41.30%-4.2pp | 38.47%-1.4pp | 41.64%-4.6pp |
| Employer contribution / active EE | $4,710 | $2,630+79.1% | $3,553+32.5% | $2,551+84.6% |
| Participant deferral / active EE | $9,759 | $6,754+44.5% | $7,956+22.6% | $4,139+135.8% |
| Admin fee / account holder | $29 | $13,455-99.8% | $11,381-99.7% | $7,234-99.6% |