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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,095 | $66,319-57.6% | $93,621-70.0% | $65,186-56.9% |
| Participation rate | 83.3% | 74.0%+9.3pp | 75.8%+7.5pp | 70.2%+13.1pp |
| Annual return | 59.50% | 42.59%+16.9pp | 32.76%+26.7pp | 29.39%+30.1pp |
| Employer contribution / active EE | $1,676 | $2,013-16.7% | $2,719-38.3% | $2,177-23.0% |
| Participant deferral / active EE | $5,400 | $3,343+61.5% | $4,070+32.7% | $3,514+53.7% |
| Admin fee / account holder | $104 | $6,900-98.5% | $7,890-98.7% | $847-87.7% |