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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,078 | $72,492-39.2% | $87,104-49.4% | $72,975-39.6% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+19.0pp |
| Annual return | 24.86% | 24.46%+0.4pp | 28.19%-3.3pp | 81.01%-56.2pp |
| Employer contribution / active EE | $2,890 | $1,894+52.6% | $2,521+14.6% | $2,440+18.5% |
| Participant deferral / active EE | $6,214 | $3,270+90.0% | $4,048+53.5% | $3,608+72.2% |
| Admin fee / account holder | $14 | $5,055-99.7% | $7,491-99.8% | $5,124-99.7% |