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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,845 | $58,627-84.9% | $76,735-88.5% | $82,448-89.3% |
| Participation rate | 98.1% | 63.2%+34.9pp | 69.5%+28.6pp | 68.1%+30.0pp |
| Annual return | 53.03% | 39.10%+13.9pp | 29.77%+23.3pp | 41.64%+11.4pp |
| Employer contribution / active EE | $2,084 | $1,729+20.5% | $2,454-15.1% | $2,551-18.3% |
| Participant deferral / active EE | $4,094 | $3,134+30.6% | $4,088+0.1% | $4,139-1.1% |
| Admin fee / account holder | $134 | $5,323-97.5% | $7,189-98.1% | $7,234-98.1% |