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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,966 | $147,556-72.9% | $129,031-69.0% | $198,609-79.9% |
| Participation rate | 91.7% | 77.2%+14.4pp | 73.4%+18.3pp | 82.4%+9.3pp |
| Annual return | 20.43% | 37.41%-17.0pp | 34.67%-14.2pp | 202.70%-182.3pp |
| Employer contribution / active EE | $2,334 | $3,645-36.0% | $3,226-27.6% | $5,055-53.8% |
| Participant deferral / active EE | $8,639 | $5,760+50.0% | $5,217+65.6% | $6,977+23.8% |
| Admin fee / account holder | $49 | $15,467-99.7% | $13,208-99.6% | $19,030-99.7% |