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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,341 | $115,810-66.0% | $101,271-61.2% | $158,966-75.3% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 12.14% | 56.15%-44.0pp | 46.48%-34.3pp | 302.95%-290.8pp |
| Employer contribution / active EE | $4,968 | $4,175+19.0% | $3,660+35.7% | $4,762+4.3% |
| Participant deferral / active EE | $5,326 | $4,958+7.4% | $4,371+21.9% | $5,983-11.0% |
| Admin fee / account holder | $78 | $7,248-98.9% | $5,948-98.7% | $11,250-99.3% |