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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,068 | $88,672-74.0% | $105,223-78.1% | $82,448-72.0% |
| Participation rate | 96.9% | 67.9%+29.0pp | 75.0%+21.8pp | 68.1%+28.8pp |
| Annual return | 41.29% | 30.86%+10.4pp | 180.65%-139.4pp | 41.64%-0.3pp |
| Employer contribution / active EE | $4,056 | $3,048+33.1% | $3,689+10.0% | $2,551+59.0% |
| Participant deferral / active EE | $3,293 | $4,036-18.4% | $5,072-35.1% | $4,139-20.5% |
| Admin fee / account holder | $176 | $7,146-97.5% | $8,859-98.0% | $7,234-97.6% |