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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,324 | $85,060-58.5% | $70,548-49.9% | $139,456-74.7% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 25.20% | 30.38%-5.2pp | 32.78%-7.6pp | 373.45%-348.2pp |
| Employer contribution / active EE | $4,858 | $3,911+24.2% | $2,975+63.3% | $4,753+2.2% |
| Participant deferral / active EE | $7,924 | $5,890+34.5% | $4,567+73.5% | $6,711+18.1% |
| Admin fee / account holder | $36 | $8,925-99.6% | $6,424-99.4% | $11,407-99.7% |