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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,844 | $63,365-46.6% | $91,994-63.2% | $72,975-53.6% |
| Participation rate | 84.8% | 72.5%+12.3pp | 78.6%+6.1pp | 69.5%+15.3pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.04%-69.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $3,251 | $2,116+53.7% | $3,453-5.8% | $2,440+33.2% |
| Participant deferral / active EE | $8,811 | $4,883+80.4% | $5,924+48.7% | $3,608+144.2% |
| Admin fee / account holder | $101 | $4,670-97.8% | $7,744-98.7% | $5,124-98.0% |