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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,017 | $97,125-67.0% | $86,233-62.9% | $137,256-76.7% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 27.33% | 74.19%-46.9pp | 61.39%-34.1pp | 220.34%-193.0pp |
| Employer contribution / active EE | $10,045 | $2,841+253.5% | $2,504+301.1% | $4,156+141.7% |
| Participant deferral / active EE | $2,517 | $5,180-51.4% | $4,559-44.8% | $6,407-60.7% |
| Admin fee / account holder | $105 | $9,725-98.9% | $8,342-98.7% | $12,270-99.1% |