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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,263 | $113,338-73.3% | $94,993-68.1% | $147,586-79.5% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 22.71% | 20.80%+1.9pp | 27.14%-4.4pp | 578.59%-555.9pp |
| Employer contribution / active EE | $2,036 | $3,160-35.6% | $2,603-21.8% | $4,876-58.2% |
| Participant deferral / active EE | $4,480 | $3,777+18.6% | $3,317+35.1% | $5,439-17.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |