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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,486 | $110,212-61.5% | $96,534-56.0% | $139,466-69.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 33.69% | 26.42%+7.3pp | 25.88%+7.8pp | 373.66%-340.0pp |
| Employer contribution / active EE | $3,632 | $3,620+0.3% | $2,965+22.5% | $4,754-23.6% |
| Participant deferral / active EE | $10,642 | $5,547+91.8% | $4,851+119.4% | $6,712+58.5% |
| Admin fee / account holder | $222 | $11,599-98.1% | $8,253-97.3% | $11,409-98.1% |