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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,348 | $89,367-66.0% | $141,191-78.5% | $72,975-58.4% |
| Participation rate | 76.4% | 75.1%+1.2pp | 82.5%-6.1pp | 69.5%+6.9pp |
| Annual return | 25.23% | 111.87%-86.6pp | 71.41%-46.2pp | 81.01%-55.8pp |
| Employer contribution / active EE | $4,941 | $3,115+58.6% | $4,736+4.3% | $2,440+102.5% |
| Participant deferral / active EE | $3,259 | $5,419-39.9% | $6,710-51.4% | $3,608-9.7% |
| Admin fee / account holder | $204 | $5,957-96.6% | $10,264-98.0% | $5,124-96.0% |