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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,625 | $93,346-59.7% | $71,796-47.6% | $273,972-86.3% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 83.0%+7.0pp |
| Annual return | 15.12% | 130.39%-115.3pp | 78.04%-62.9pp | 41.46%-26.3pp |
| Employer contribution / active EE | $2,193 | $2,733-19.8% | $1,924+14.0% | $4,869-55.0% |
| Participant deferral / active EE | $12,642 | $3,475+263.8% | $2,794+352.4% | $5,287+139.1% |
| Admin fee / account holder | $74 | $6,571-98.9% | $4,815-98.5% | $10,133-99.3% |