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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,581 | $93,589-47.0% | $135,942-63.5% | $75,181-34.1% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 19.80% | 30.90%-11.1pp | 68.28%-48.5pp | 160.69%-140.9pp |
| Employer contribution / active EE | $3,692 | $3,537+4.4% | $4,858-24.0% | $2,671+38.3% |
| Participant deferral / active EE | $9,274 | $6,405+44.8% | $7,759+19.5% | $4,126+124.8% |
| Admin fee / account holder | $15 | $6,977-99.8% | $10,764-99.9% | $5,650-99.7% |