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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,830 | $106,247-87.9% | $96,515-86.7% | $139,466-90.8% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 32.42% | 38.47%-6.1pp | 35.73%-3.3pp | 373.66%-341.2pp |
| Employer contribution / active EE | $2,340 | $4,106-43.0% | $3,740-37.4% | $4,754-50.8% |
| Participant deferral / active EE | $3,498 | $5,456-35.9% | $4,880-28.3% | $6,712-47.9% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |