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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,099 | $53,128-30.2% | $86,581-57.2% | $70,124-47.1% |
| Participation rate | 78.9% | 65.3%+13.6pp | 73.5%+5.4pp | 69.5%+9.4pp |
| Annual return | 16.38% | 27.66%-11.3pp | 965.06%-948.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,020 | $2,068-2.3% | $2,840-28.8% | $2,342-13.8% |
| Participant deferral / active EE | $4,455 | $2,695+65.3% | $3,609+23.5% | $3,332+33.7% |
| Admin fee / account holder | $67 | $3,584-98.1% | $4,904-98.6% | $4,645-98.6% |