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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,720 | $56,894-51.3% | $84,753-67.3% | $62,881-55.9% |
| Participation rate | 97.5% | 68.5%+29.0pp | 76.6%+20.9pp | 69.3%+28.2pp |
| Annual return | 19.58% | 6.30%+13.3pp | 22.78%-3.2pp | 20.14%-0.6pp |
| Employer contribution / active EE | $5,570 | $2,400+132.1% | $3,574+55.8% | $2,281+144.2% |
| Participant deferral / active EE | $4,315 | $2,709+59.3% | $3,712+16.3% | $3,203+34.7% |
| Admin fee / account holder | $139 | $3,581-96.1% | $5,333-97.4% | $4,296-96.8% |