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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,850 | $107,666-74.1% | $102,184-72.7% | $154,746-82.0% |
| Participation rate | 87.5% | 83.7%+3.8pp | 82.6%+4.9pp | 80.7%+6.8pp |
| Annual return | 36.68% | 29.33%+7.4pp | 31.58%+5.1pp | 172.34%-135.7pp |
| Employer contribution / active EE | $5,247 | $3,846+36.4% | $3,594+46.0% | $4,379+19.8% |
| Participant deferral / active EE | $9,586 | $8,719+9.9% | $8,309+15.4% | $6,730+42.4% |
| Admin fee / account holder | $57 | $12,943-99.6% | $11,609-99.5% | $14,365-99.6% |