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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,700 | $109,908-70.2% | $97,161-66.3% | $145,978-77.6% |
| Participation rate | 93.8% | 75.9%+17.8pp | 72.7%+21.1pp | 80.3%+13.5pp |
| Annual return | 11.28% | 243.80%-232.5pp | 75.36%-64.1pp | 550.52%-539.2pp |
| Employer contribution / active EE | $3,381 | $3,077+9.9% | $2,723+24.1% | $4,662-27.5% |
| Participant deferral / active EE | $4,563 | $4,679-2.5% | $4,265+7.0% | $6,690-31.8% |
| Admin fee / account holder | $222 | $6,213-96.4% | $5,647-96.1% | $13,400-98.3% |