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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,047 | $117,846-63.5% | $102,434-58.0% | $145,884-70.5% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 18.30% | 31.90%-13.6pp | 29.46%-11.2pp | 551.85%-533.5pp |
| Employer contribution / active EE | $3,606 | $3,615-0.2% | $3,023+19.3% | $4,662-22.6% |
| Participant deferral / active EE | $8,761 | $5,733+52.8% | $5,055+73.3% | $6,690+31.0% |
| Admin fee / account holder | $56 | $13,356-99.6% | $9,462-99.4% | $13,392-99.6% |