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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,179 | $115,225-67.7% | $100,712-63.1% | $138,895-73.2% |
| Participation rate | 92.9% | 74.3%+18.5pp | 69.3%+23.6pp | 79.9%+12.9pp |
| Annual return | 20.99% | 40.35%-19.4pp | 33.27%-12.3pp | 145.39%-124.4pp |
| Employer contribution / active EE | $3,224 | $2,771+16.3% | $2,313+39.4% | $4,194-23.1% |
| Participant deferral / active EE | $7,269 | $4,699+54.7% | $4,085+77.9% | $6,396+13.7% |
| Admin fee / account holder | $52 | $10,844-99.5% | $9,256-99.4% | $12,562-99.6% |