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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,055 | $93,598-69.0% | $135,974-78.6% | $75,173-61.3% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 38.03% | 30.89%+7.1pp | 68.30%-30.3pp | 160.72%-122.7pp |
| Employer contribution / active EE | $1,214 | $3,538-65.7% | $4,859-75.0% | $2,671-54.5% |
| Participant deferral / active EE | $10,157 | $6,405+58.6% | $7,760+30.9% | $4,126+146.1% |
| Admin fee / account holder | $99 | $6,978-98.6% | $10,767-99.1% | $5,651-98.2% |