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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,369 | $62,672-37.2% | $185,117-78.7% | $70,124-43.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 33.78% | 40.79%-7.0pp | 40.50%-6.7pp | 73.14%-39.4pp |
| Employer contribution / active EE | $5,666 | $1,753+223.2% | $4,182+35.5% | $2,342+141.9% |
| Participant deferral / active EE | $3,853 | $3,272+17.8% | $5,045-23.6% | $3,332+15.6% |
| Admin fee / account holder | $197 | $3,932-95.0% | $8,159-97.6% | $4,645-95.8% |