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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,255 | $77,920-52.2% | $149,723-75.1% | $75,177-50.4% |
| Participation rate | 83.6% | 65.6%+18.0pp | 78.8%+4.8pp | 67.2%+16.4pp |
| Annual return | 22.02% | 31.72%-9.7pp | 134.50%-112.5pp | 160.75%-138.7pp |
| Employer contribution / active EE | $2,219 | $3,138-29.3% | $4,821-54.0% | $2,671-16.9% |
| Participant deferral / active EE | $6,362 | $3,411+86.5% | $5,682+12.0% | $4,126+54.2% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |