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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,330 | $100,901-64.0% | $75,501-51.9% | $147,586-75.4% |
| Participation rate | 94.7% | 77.1%+17.6pp | 72.4%+22.4pp | 82.8%+11.9pp |
| Annual return | 13.29% | 35.78%-22.5pp | 27.35%-14.1pp | 578.59%-565.3pp |
| Employer contribution / active EE | $5,507 | $3,253+69.3% | $2,352+134.1% | $4,876+12.9% |
| Participant deferral / active EE | $3,114 | $4,027-22.7% | $3,142-0.9% | $5,439-42.7% |
| Admin fee / account holder | $264 | $11,285-97.7% | $5,801-95.4% | $10,886-97.6% |