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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,611 | $78,197-60.9% | $98,090-68.8% | $82,637-63.0% |
| Participation rate | 91.3% | 77.5%+13.8pp | 81.5%+9.8pp | 68.1%+23.2pp |
| Annual return | 105.59% | 40.25%+65.3pp | 37.05%+68.5pp | 53.51%+52.1pp |
| Employer contribution / active EE | $707 | $2,605-72.9% | $3,606-80.4% | $2,552-72.3% |
| Participant deferral / active EE | $8,175 | $6,636+23.2% | $7,845+4.2% | $4,126+98.1% |
| Admin fee / account holder | $107 | $14,832-99.3% | $11,815-99.1% | $7,339-98.5% |