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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,269 | $104,664-57.7% | $85,693-48.3% | $167,518-73.6% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.9%+20.1pp | 82.1%+7.9pp |
| Annual return | 12.97% | 21.45%-8.5pp | 21.49%-8.5pp | 478.71%-465.7pp |
| Employer contribution / active EE | $2,839 | $3,337-14.9% | $2,618+8.4% | $4,838-41.3% |
| Participant deferral / active EE | $8,416 | $4,824+74.4% | $3,923+114.5% | $6,342+32.7% |
| Admin fee / account holder | $116 | $10,032-98.8% | $6,874-98.3% | $12,312-99.1% |