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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,010 | $126,661-84.2% | $113,397-82.4% | $138,895-85.6% |
| Participation rate | 88.2% | 79.4%+8.8pp | 76.5%+11.7pp | 79.9%+8.3pp |
| Annual return | 38.29% | 25.05%+13.2pp | 23.20%+15.1pp | 145.39%-107.1pp |
| Employer contribution / active EE | $2,739 | $3,456-20.8% | $2,977-8.0% | $4,194-34.7% |
| Participant deferral / active EE | $5,035 | $5,693-11.6% | $5,076-0.8% | $6,396-21.3% |
| Admin fee / account holder | $42 | $14,549-99.7% | $11,957-99.7% | $12,562-99.7% |