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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,079 | $89,367-59.6% | $141,191-74.4% | $72,975-50.6% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 31.84% | 111.87%-80.0pp | 71.41%-39.6pp | 81.01%-49.2pp |
| Employer contribution / active EE | $3,810 | $3,115+22.3% | $4,736-19.6% | $2,440+56.1% |
| Participant deferral / active EE | $8,605 | $5,419+58.8% | $6,710+28.2% | $3,608+138.5% |
| Admin fee / account holder | $193 | $5,957-96.8% | $10,264-98.1% | $5,124-96.2% |