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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,266 | $66,402-52.9% | $109,907-71.6% | $85,847-63.6% |
| Participation rate | 80.0% | 63.9%+16.1pp | 74.2%+5.8pp | 69.3%+10.7pp |
| Annual return | 33.96% | 19.59%+14.4pp | 29.46%+4.5pp | 318.61%-284.6pp |
| Employer contribution / active EE | $1,984 | $1,687+17.6% | $2,844-30.2% | $2,565-22.7% |
| Participant deferral / active EE | $4,254 | $2,842+49.7% | $4,047+5.1% | $3,952+7.6% |
| Admin fee / account holder | $37 | $4,557-99.2% | $6,069-99.4% | $6,261-99.4% |