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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,840 | $105,856-61.4% | $90,161-54.7% | $147,585-72.3% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.4pp | 82.8%+5.4pp |
| Annual return | 15.16% | 37.63%-22.5pp | 34.89%-19.7pp | 578.58%-563.4pp |
| Employer contribution / active EE | $4,496 | $4,126+9.0% | $3,318+35.5% | $4,876-7.8% |
| Participant deferral / active EE | $4,282 | $5,733-25.3% | $5,287-19.0% | $5,439-21.3% |
| Admin fee / account holder | $13 | $8,046-99.8% | $5,943-99.8% | $10,886-99.9% |