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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,682 | $111,301-76.0% | $112,977-76.4% | $158,950-83.2% |
| Participation rate | 90.9% | 83.5%+7.4pp | 82.6%+8.3pp | 82.0%+8.9pp |
| Annual return | 34.85% | 26.40%+8.5pp | 24.24%+10.6pp | 302.91%-268.1pp |
| Employer contribution / active EE | $5,749 | $4,471+28.6% | $4,255+35.1% | $4,762+20.7% |
| Participant deferral / active EE | $4,215 | $5,880-28.3% | $5,836-27.8% | $5,983-29.5% |
| Admin fee / account holder | $19 | $8,392-99.8% | $6,294-99.7% | $11,248-99.8% |