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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,611 | $71,353-57.1% | $92,805-67.0% | $86,983-64.8% |
| Participation rate | 91.3% | 80.9%+10.4pp | 83.5%+7.8pp | 69.5%+21.8pp |
| Annual return | 105.59% | 44.68%+60.9pp | 31.59%+74.0pp | 25.83%+79.8pp |
| Employer contribution / active EE | $707 | $2,468-71.4% | $3,424-79.4% | $2,584-72.6% |
| Participant deferral / active EE | $8,175 | $6,966+17.4% | $8,448-3.2% | $4,194+94.9% |
| Admin fee / account holder | $107 | $6,099-98.2% | $10,911-99.0% | $7,856-98.6% |