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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,571 | $89,364-63.6% | $141,177-76.9% | $72,983-55.4% |
| Participation rate | 83.6% | 75.1%+8.5pp | 82.5%+1.1pp | 69.5%+14.1pp |
| Annual return | 31.61% | 111.86%-80.3pp | 71.40%-39.8pp | 81.01%-49.4pp |
| Employer contribution / active EE | $2,948 | $3,115-5.3% | $4,736-37.7% | $2,440+20.8% |
| Participant deferral / active EE | $4,976 | $5,419-8.2% | $6,710-25.8% | $3,608+37.9% |
| Admin fee / account holder | $1 | $5,959-100.0% | $10,263-100.0% | $5,124-100.0% |