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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,878 | $117,895-67.0% | $102,460-62.1% | $145,897-73.4% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 9.49% | 31.92%-22.4pp | 29.47%-20.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,481 | $3,619-59.1% | $3,025-51.0% | $4,663-68.2% |
| Participant deferral / active EE | $7,524 | $5,736+31.2% | $5,056+48.8% | $6,689+12.5% |
| Admin fee / account holder | $45 | $13,353-99.7% | $9,460-99.5% | $13,390-99.7% |