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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,732 | $101,063-65.6% | $81,473-57.4% | $147,586-76.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 25.54% | 32.41%-6.9pp | 38.78%-13.2pp | 578.59%-553.1pp |
| Employer contribution / active EE | $3,352 | $3,206+4.6% | $2,568+30.5% | $4,876-31.3% |
| Participant deferral / active EE | $11,232 | $4,242+164.8% | $3,537+217.6% | $5,439+106.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |