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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,659 | $106,974-80.7% | $90,796-77.2% | $138,895-85.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.5%+10.5pp | 79.9%+0.1pp |
| Annual return | 25.23% | 20.10%+5.1pp | 19.29%+5.9pp | 145.39%-120.2pp |
| Employer contribution / active EE | $3,085 | $2,609+18.2% | $2,294+34.5% | $4,194-26.5% |
| Participant deferral / active EE | $6,855 | $4,455+53.9% | $3,822+79.4% | $6,396+7.2% |
| Admin fee / account holder | $19 | $8,626-99.8% | $7,024-99.7% | $12,562-99.8% |