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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,447 | $77,449-58.1% | $69,483-53.3% | $152,909-78.8% |
| Participation rate | 81.8% | 78.1%+3.7pp | 74.6%+7.2pp | 82.5%-0.6pp |
| Annual return | 17.57% | 39.09%-21.5pp | 28.99%-11.4pp | 345.46%-327.9pp |
| Employer contribution / active EE | $3,327 | $3,316+0.3% | $2,780+19.7% | $4,764-30.2% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $88 | $6,210-98.6% | $3,841-97.7% | $11,601-99.2% |