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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,288 | $106,247-72.4% | $96,515-69.7% | $139,466-79.0% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 28.57% | 38.47%-9.9pp | 35.73%-7.2pp | 373.66%-345.1pp |
| Employer contribution / active EE | $3,784 | $4,106-7.8% | $3,740+1.2% | $4,754-20.4% |
| Participant deferral / active EE | $9,007 | $5,456+65.1% | $4,880+84.6% | $6,712+34.2% |
| Admin fee / account holder | $18 | $7,885-99.8% | $6,735-99.7% | $11,409-99.8% |