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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,571 | $77,638-50.3% | $156,551-75.4% | $62,881-38.7% |
| Participation rate | 93.9% | 71.2%+22.7pp | 84.0%+9.9pp | 69.3%+24.6pp |
| Annual return | 7.18% | 50.33%-43.1pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,251 | $3,444-34.7% | $5,501-59.1% | $2,281-1.3% |
| Participant deferral / active EE | $2,654 | $3,046-12.8% | $4,871-45.5% | $3,203-17.1% |
| Admin fee / account holder | $185 | $5,561-96.7% | $13,028-98.6% | $4,296-95.7% |