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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,156 | $110,410-68.2% | $102,437-65.7% | $145,897-75.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 29.41% | 24.85%+4.6pp | 24.95%+4.5pp | 552.29%-522.9pp |
| Employer contribution / active EE | $2,014 | $4,217-52.2% | $3,871-48.0% | $4,663-56.8% |
| Participant deferral / active EE | $9,338 | $5,622+66.1% | $5,060+84.5% | $6,689+39.6% |
| Admin fee / account holder | $81 | $9,745-99.2% | $8,388-99.0% | $13,390-99.4% |