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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,911 | $106,247-63.4% | $96,515-59.7% | $139,466-72.1% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 15.48% | 38.47%-23.0pp | 35.73%-20.3pp | 373.66%-358.2pp |
| Employer contribution / active EE | $8,176 | $4,106+99.1% | $3,740+118.6% | $4,754+72.0% |
| Participant deferral / active EE | $3,058 | $5,456-43.9% | $4,880-37.3% | $6,712-54.4% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |