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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,476 | $95,979-55.7% | $74,551-43.0% | $135,380-68.6% |
| Participation rate | 95.0% | 75.7%+19.3pp | 69.1%+25.9pp | 82.6%+12.4pp |
| Annual return | 3.61% | 56.97%-53.4pp | 32.53%-28.9pp | 519.81%-516.2pp |
| Employer contribution / active EE | $6,866 | $2,716+152.8% | $1,961+250.1% | $4,779+43.7% |
| Participant deferral / active EE | $6,602 | $3,844+71.8% | $3,108+112.4% | $5,609+17.7% |
| Admin fee / account holder | $227 | $6,522-96.5% | $5,059-95.5% | $10,828-97.9% |