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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,611 | $78,520-61.0% | $96,576-68.3% | $82,448-62.9% |
| Participation rate | 91.3% | 77.7%+13.6pp | 81.4%+9.9pp | 68.1%+23.2pp |
| Annual return | 105.59% | 41.30%+64.3pp | 38.47%+67.1pp | 41.64%+64.0pp |
| Employer contribution / active EE | $707 | $2,630-73.1% | $3,553-80.1% | $2,551-72.3% |
| Participant deferral / active EE | $8,175 | $6,754+21.0% | $7,956+2.7% | $4,139+97.5% |
| Admin fee / account holder | $107 | $13,455-99.2% | $11,381-99.1% | $7,234-98.5% |