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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,545 | $29,736+22.9% | $56,033-34.8% | $80,935-54.8% |
| Participation rate | 93.1% | 41.7%+51.4pp | 52.5%+40.6pp | 67.7%+25.4pp |
| Annual return | 16.47% | 35.28%-18.8pp | 1711.38%-1694.9pp | 35.66%-19.2pp |
| Employer contribution / active EE | $1,456 | $671+116.9% | $1,041+39.9% | $2,757-47.2% |
| Participant deferral / active EE | $2,974 | $1,228+142.1% | $1,954+52.2% | $4,299-30.8% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |