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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,370 | $110,379-71.6% | $102,412-69.4% | $145,884-78.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 18.50% | 24.84%-6.3pp | 24.94%-6.4pp | 551.85%-533.3pp |
| Employer contribution / active EE | $2,950 | $4,216-30.0% | $3,870-23.8% | $4,662-36.7% |
| Participant deferral / active EE | $8,098 | $5,622+44.0% | $5,060+60.0% | $6,690+21.1% |
| Admin fee / account holder | $172 | $9,745-98.2% | $8,388-97.9% | $13,392-98.7% |