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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,185 | $85,169-62.2% | $172,755-81.4% | $72,983-55.9% |
| Participation rate | 74.1% | 70.1%+4.0pp | 82.6%-8.6pp | 69.5%+4.6pp |
| Annual return | 19.12% | 27.32%-8.2pp | 802.94%-783.8pp | 81.01%-61.9pp |
| Employer contribution / active EE | $4,955 | $3,324+49.1% | $5,144-3.7% | $2,440+103.1% |
| Participant deferral / active EE | $3,076 | $3,260-5.6% | $5,198-40.8% | $3,608-14.7% |
| Admin fee / account holder | $176 | $5,880-97.0% | $13,955-98.7% | $5,124-96.6% |