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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,432 | $81,233-78.5% | $155,567-88.8% | $80,874-78.4% |
| Participation rate | 93.1% | 66.2%+26.9pp | 78.2%+14.9pp | 67.6%+25.5pp |
| Annual return | 26.07% | 33.33%-7.3pp | 64.74%-38.7pp | 35.62%-9.5pp |
| Employer contribution / active EE | $6,344 | $3,101+104.6% | $4,674+35.7% | $2,756+130.2% |
| Participant deferral / active EE | $2,557 | $3,452-25.9% | $5,628-54.6% | $4,297-40.5% |
| Admin fee / account holder | $128 | $7,998-98.4% | $15,916-99.2% | $6,935-98.2% |