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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,103 | $156,616-78.9% | $133,346-75.2% | $198,609-83.3% |
| Participation rate | 84.6% | 77.7%+6.9pp | 72.8%+11.8pp | 82.4%+2.2pp |
| Annual return | 22.39% | 44.25%-21.9pp | 36.85%-14.5pp | 202.70%-180.3pp |
| Employer contribution / active EE | $2,813 | $3,368-16.5% | $2,853-1.4% | $5,055-44.4% |
| Participant deferral / active EE | $7,438 | $4,920+51.2% | $4,332+71.7% | $6,977+6.6% |
| Admin fee / account holder | $286 | $17,468-98.4% | $14,264-98.0% | $19,030-98.5% |