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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,314 | $76,551-57.8% | $123,894-73.9% | $62,881-48.6% |
| Participation rate | 71.4% | 73.0%-1.6pp | 81.4%-10.0pp | 69.3%+2.1pp |
| Annual return | 76.18% | 18.68%+57.5pp | 47.52%+28.7pp | 20.14%+56.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,869 | $4,840+62.6% | $5,984+31.5% | $3,203+145.7% |
| Admin fee / account holder | $226 | $4,826-95.3% | $8,357-97.3% | $4,296-94.7% |