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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,731 | $37,446-76.7% | $77,513-88.7% | $79,852-89.1% |
| Participation rate | 92.6% | 41.5%+51.1pp | 54.2%+38.4pp | 69.6%+23.0pp |
| Annual return | 33.18% | 39.76%-6.6pp | 54.81%-21.6pp | 31.72%+1.5pp |
| Employer contribution / active EE | $4,062 | $637+537.6% | $987+311.7% | $2,471+64.4% |
| Participant deferral / active EE | $2,152 | $1,261+70.7% | $1,861+15.6% | $3,740-42.5% |
| Admin fee / account holder | $169 | $2,506-93.3% | $2,859-94.1% | $5,306-96.8% |