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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,365 | $89,364-64.9% | $141,173-77.8% | $72,986-57.0% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.5%+10.6pp | 69.5%+23.6pp |
| Annual return | 31.66% | 111.86%-80.2pp | 71.40%-39.7pp | 81.01%-49.3pp |
| Employer contribution / active EE | $2,185 | $3,115-29.9% | $4,735-53.9% | $2,440-10.5% |
| Participant deferral / active EE | $5,154 | $5,419-4.9% | $6,710-23.2% | $3,607+42.9% |
| Admin fee / account holder | $13 | $5,959-99.8% | $10,262-99.9% | $5,124-99.7% |