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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,898 | $106,247-62.4% | $96,515-58.7% | $139,466-71.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 12.44% | 38.47%-26.0pp | 35.73%-23.3pp | 373.66%-361.2pp |
| Employer contribution / active EE | $10,065 | $4,106+145.1% | $3,740+169.1% | $4,754+111.7% |
| Participant deferral / active EE | $5,400 | $5,456-1.0% | $4,880+10.7% | $6,712-19.5% |
| Admin fee / account holder | $16 | $7,885-99.8% | $6,735-99.8% | $11,409-99.9% |