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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,187 | $91,194-62.5% | $178,486-80.8% | $79,860-57.2% |
| Participation rate | 96.6% | 69.2%+27.4pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 25.34% | 24.19%+1.2pp | 151.08%-125.7pp | 31.72%-6.4pp |
| Employer contribution / active EE | $4,995 | $3,256+53.4% | $5,011-0.3% | $2,471+102.2% |
| Participant deferral / active EE | $5,477 | $3,236+69.2% | $5,202+5.3% | $3,740+46.4% |
| Admin fee / account holder | $258 | $6,751-96.2% | $13,985-98.2% | $5,306-95.1% |