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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,849 | $91,037-57.3% | $71,671-45.8% | $147,586-73.7% |
| Participation rate | 90.9% | 76.1%+14.8pp | 68.7%+22.2pp | 82.8%+8.1pp |
| Annual return | 25.32% | 20.48%+4.8pp | 20.65%+4.7pp | 578.59%-553.3pp |
| Employer contribution / active EE | $2,004 | $3,327-39.8% | $2,460-18.5% | $4,876-58.9% |
| Participant deferral / active EE | $5,196 | $4,498+15.5% | $3,438+51.1% | $5,439-4.5% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |