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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,340 | $77,816-50.7% | $123,552-69.0% | $64,173-40.3% |
| Participation rate | 83.0% | 74.7%+8.3pp | 82.3%+0.7pp | 69.6%+13.4pp |
| Annual return | 25.30% | 12.49%+12.8pp | 119.20%-93.9pp | 7.63%+17.7pp |
| Employer contribution / active EE | $2,298 | $3,014-23.7% | $4,628-50.3% | $2,381-3.5% |
| Participant deferral / active EE | $8,361 | $5,240+59.6% | $6,426+30.1% | $3,470+141.0% |
| Admin fee / account holder | $276 | $5,519-95.0% | $9,285-97.0% | $4,887-94.3% |