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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,366 | $89,367-57.1% | $141,191-72.8% | $72,975-47.4% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 67.12% | 111.87%-44.7pp | 71.41%-4.3pp | 81.01%-13.9pp |
| Employer contribution / active EE | $3,182 | $3,115+2.2% | $4,736-32.8% | $2,440+30.4% |
| Participant deferral / active EE | $5,503 | $5,419+1.6% | $6,710-18.0% | $3,608+52.5% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |