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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,379 | $83,898-51.9% | $133,346-69.7% | $94,015-57.0% |
| Participation rate | 90.9% | 63.4%+27.6pp | 72.8%+18.1pp | 70.8%+20.1pp |
| Annual return | 22.43% | 16.00%+6.4pp | 36.85%-14.4pp | 17.84%+4.6pp |
| Employer contribution / active EE | $3,733 | $1,821+105.1% | $2,853+30.8% | $2,790+33.8% |
| Participant deferral / active EE | $8,198 | $3,245+152.6% | $4,332+89.2% | $4,249+92.9% |
| Admin fee / account holder | $143 | $7,809-98.2% | $14,264-99.0% | $8,951-98.4% |