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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,229 | $89,370-55.0% | $141,197-71.5% | $72,976-44.9% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 24.59% | 111.88%-87.3pp | 71.41%-46.8pp | 81.02%-56.4pp |
| Employer contribution / active EE | $1,889 | $3,115-39.4% | $4,736-60.1% | $2,440-22.6% |
| Participant deferral / active EE | $4,455 | $5,419-17.8% | $6,710-33.6% | $3,608+23.5% |
| Admin fee / account holder | $3 | $5,957-99.9% | $10,265-100.0% | $5,124-99.9% |