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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,918 | $81,276-82.9% | $155,574-91.1% | $80,925-82.8% |
| Participation rate | 88.9% | 66.2%+22.6pp | 78.2%+10.7pp | 67.7%+21.2pp |
| Annual return | 29.34% | 33.36%-4.0pp | 64.87%-35.5pp | 35.65%-6.3pp |
| Employer contribution / active EE | $3,254 | $3,103+4.9% | $4,676-30.4% | $2,756+18.0% |
| Participant deferral / active EE | $4,685 | $3,453+35.7% | $5,629-16.8% | $4,299+9.0% |
| Admin fee / account holder | $61 | $7,993-99.2% | $15,914-99.6% | $6,940-99.1% |