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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,681 | $94,529-62.3% | $140,019-74.5% | $64,173-44.4% |
| Participation rate | 93.5% | 84.1%+9.5pp | 87.5%+6.0pp | 69.6%+24.0pp |
| Annual return | 27.66% | 7.77%+19.9pp | 651.17%-623.5pp | 7.63%+20.0pp |
| Employer contribution / active EE | $2,327 | $3,812-39.0% | $5,605-58.5% | $2,381-2.3% |
| Participant deferral / active EE | $3,775 | $5,250-28.1% | $6,927-45.5% | $3,470+8.8% |
| Admin fee / account holder | $120 | $6,741-98.2% | $10,705-98.9% | $4,887-97.5% |