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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,966 | $97,125-58.9% | $86,233-53.7% | $137,256-70.9% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.0%+22.6pp | 80.0%+11.7pp |
| Annual return | 20.43% | 74.19%-53.8pp | 61.39%-41.0pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,334 | $2,841-17.8% | $2,504-6.8% | $4,156-43.8% |
| Participant deferral / active EE | $8,639 | $5,180+66.8% | $4,559+89.5% | $6,407+34.8% |
| Admin fee / account holder | $49 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |