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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,864 | $100,073-56.2% | $85,126-48.5% | $145,877-69.9% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 16.61% | 84.11%-67.5pp | 66.63%-50.0pp | 551.28%-534.7pp |
| Employer contribution / active EE | $3,491 | $3,236+7.9% | $2,731+27.8% | $4,663-25.1% |
| Participant deferral / active EE | $9,243 | $5,294+74.6% | $4,523+104.3% | $6,691+38.1% |
| Admin fee / account holder | $210 | $7,261-97.1% | $6,160-96.6% | $13,402-98.4% |