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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,166 | $52,279-49.9% | $89,435-70.7% | $79,856-67.2% |
| Participation rate | 84.6% | 57.5%+27.1pp | 68.0%+16.6pp | 69.6%+15.0pp |
| Annual return | 39.17% | 22.16%+17.0pp | 245.55%-206.4pp | 31.71%+7.5pp |
| Employer contribution / active EE | $3,938 | $1,572+150.6% | $2,587+52.2% | $2,471+59.3% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $106 | $3,356-96.9% | $4,884-97.8% | $5,306-98.0% |