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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,780 | $77,416-66.7% | $69,464-62.9% | $152,897-83.1% |
| Participation rate | 91.7% | 78.1%+13.6pp | 74.6%+17.1pp | 82.5%+9.2pp |
| Annual return | 8.54% | 39.08%-30.5pp | 28.98%-20.4pp | 345.43%-336.9pp |
| Employer contribution / active EE | $2,011 | $3,315-39.3% | $2,779-27.6% | $4,764-57.8% |
| Participant deferral / active EE | $4,998 | $4,413+13.3% | $3,536+41.3% | $5,851-14.6% |
| Admin fee / account holder | $38 | $6,208-99.4% | $3,840-99.0% | $11,599-99.7% |