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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,967 | $127,296-89.8% | $109,907-88.2% | $167,536-92.3% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.2%+15.8pp | 82.1%+7.9pp |
| Annual return | 40.86% | 22.97%+17.9pp | 29.46%+11.4pp | 478.82%-438.0pp |
| Employer contribution / active EE | $1,871 | $3,325-43.7% | $2,844-34.2% | $4,839-61.3% |
| Participant deferral / active EE | $6,775 | $4,513+50.1% | $4,047+67.4% | $6,342+6.8% |
| Admin fee / account holder | $97 | $7,119-98.6% | $6,069-98.4% | $12,315-99.2% |