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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,733 | $101,618-62.9% | $93,063-59.5% | $137,256-72.5% |
| Participation rate | 94.4% | 74.9%+19.5pp | 72.1%+22.3pp | 80.0%+14.5pp |
| Annual return | 17.17% | 223.95%-206.8pp | 34.15%-17.0pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,345 | $2,707+23.6% | $2,476+35.1% | $4,156-19.5% |
| Participant deferral / active EE | $4,745 | $4,279+10.9% | $3,958+19.9% | $6,407-25.9% |
| Admin fee / account holder | $256 | $6,198-95.9% | $6,033-95.8% | $12,270-97.9% |