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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,055 | $97,125-54.6% | $86,233-48.9% | $137,256-67.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 21.95% | 74.19%-52.2pp | 61.39%-39.4pp | 220.34%-198.4pp |
| Employer contribution / active EE | $4,534 | $2,841+59.6% | $2,504+81.0% | $4,156+9.1% |
| Participant deferral / active EE | $7,601 | $5,180+46.7% | $4,559+66.7% | $6,407+18.6% |
| Admin fee / account holder | $117 | $9,725-98.8% | $8,342-98.6% | $12,270-99.0% |