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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,659 | $102,245-79.8% | $89,340-76.9% | $137,256-84.9% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 25.23% | 21.89%+3.3pp | 20.57%+4.7pp | 220.34%-195.1pp |
| Employer contribution / active EE | $3,085 | $2,529+22.0% | $2,231+38.3% | $4,156-25.8% |
| Participant deferral / active EE | $6,855 | $4,436+54.5% | $3,823+79.3% | $6,407+7.0% |
| Admin fee / account holder | $19 | $8,085-99.8% | $6,704-99.7% | $12,270-99.8% |