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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,718 | $113,338-61.4% | $94,993-54.0% | $147,585-70.4% |
| Participation rate | 88.9% | 78.0%+10.9pp | 73.9%+15.0pp | 82.8%+6.1pp |
| Annual return | 9.12% | 20.80%-11.7pp | 27.14%-18.0pp | 578.58%-569.5pp |
| Employer contribution / active EE | $7,043 | $3,160+122.8% | $2,603+170.5% | $4,876+44.4% |
| Participant deferral / active EE | $3,026 | $3,777-19.9% | $3,317-8.8% | $5,439-44.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |