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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,214 | $117,846-73.5% | $102,434-69.5% | $145,884-78.6% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 17.60% | 31.90%-14.3pp | 29.46%-11.9pp | 551.85%-534.2pp |
| Employer contribution / active EE | $3,435 | $3,615-5.0% | $3,023+13.6% | $4,662-26.3% |
| Participant deferral / active EE | $5,086 | $5,733-11.3% | $5,055+0.6% | $6,690-24.0% |
| Admin fee / account holder | $103 | $13,356-99.2% | $9,462-98.9% | $13,392-99.2% |