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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,221 | $77,816-65.0% | $123,552-78.0% | $64,173-57.6% |
| Participation rate | 97.9% | 74.7%+23.2pp | 82.3%+15.6pp | 69.6%+28.3pp |
| Annual return | 20.53% | 12.49%+8.0pp | 119.20%-98.7pp | 7.63%+12.9pp |
| Employer contribution / active EE | $6,976 | $3,014+131.5% | $4,628+50.7% | $2,381+193.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,285-99.9% | $4,887-99.9% |