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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,336 | $81,331-73.8% | $155,534-86.3% | $80,935-73.6% |
| Participation rate | 94.4% | 66.3%+28.2pp | 78.2%+16.2pp | 67.7%+26.8pp |
| Annual return | 14.05% | 33.37%-19.3pp | 64.92%-50.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $3,897 | $3,105+25.5% | $4,675-16.6% | $2,757+41.4% |
| Participant deferral / active EE | $5,815 | $3,454+68.3% | $5,630+3.3% | $4,299+35.2% |
| Admin fee / account holder | $23 | $7,999-99.7% | $15,900-99.9% | $6,924-99.7% |