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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,017 | $56,060-66.1% | $76,002-75.0% | $80,874-76.5% |
| Participation rate | 84.8% | 62.0%+22.7pp | 69.1%+15.7pp | 67.6%+17.1pp |
| Annual return | 23.22% | 20.54%+2.7pp | 360.07%-336.9pp | 35.62%-12.4pp |
| Employer contribution / active EE | $2,958 | $1,873+57.9% | $2,688+10.0% | $2,756+7.3% |
| Participant deferral / active EE | $5,303 | $3,051+73.8% | $4,257+24.6% | $4,297+23.4% |
| Admin fee / account holder | $289 | $5,237-94.5% | $6,414-95.5% | $6,935-95.8% |