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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,500 | $67,411-44.4% | $91,004-58.8% | $70,126-46.5% |
| Participation rate | 84.0% | 71.4%+12.6pp | 75.6%+8.4pp | 69.5%+14.5pp |
| Annual return | 28.53% | -40.16%+68.7pp | 4.60%+23.9pp | 73.15%-44.6pp |
| Employer contribution / active EE | $2,254 | $1,786+26.2% | $2,456-8.2% | $2,343-3.8% |
| Participant deferral / active EE | $4,839 | $2,823+71.4% | $3,548+36.4% | $3,332+45.2% |
| Admin fee / account holder | $4 | $4,236-99.9% | $5,417-99.9% | $4,645-99.9% |