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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,509 | $106,280-70.4% | $96,538-67.4% | $139,487-77.4% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 18.28% | 38.48%-20.2pp | 35.74%-17.5pp | 373.84%-355.6pp |
| Employer contribution / active EE | $2,769 | $4,107-32.6% | $3,740-26.0% | $4,755-41.8% |
| Participant deferral / active EE | $3,986 | $5,457-27.0% | $4,880-18.3% | $6,713-40.6% |
| Admin fee / account holder | $5 | $7,888-99.9% | $6,737-99.9% | $11,407-100.0% |