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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,800 | $116,203-77.8% | $93,621-72.4% | $152,909-83.1% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.8%+13.6pp | 82.5%+7.0pp |
| Annual return | 30.17% | 35.96%-5.8pp | 32.76%-2.6pp | 345.46%-315.3pp |
| Employer contribution / active EE | $3,322 | $3,219+3.2% | $2,719+22.2% | $4,764-30.3% |
| Participant deferral / active EE | $6,035 | $4,605+31.1% | $4,070+48.3% | $5,851+3.1% |
| Admin fee / account holder | $52 | $10,751-99.5% | $7,890-99.3% | $11,601-99.5% |