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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,713 | $99,053-61.9% | $88,179-57.2% | $138,895-72.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.65% | 78.17%-60.5pp | 64.97%-47.3pp | 145.39%-127.7pp |
| Employer contribution / active EE | $6,819 | $2,882+136.6% | $2,549+167.5% | $4,194+62.6% |
| Participant deferral / active EE | $5,572 | $5,225+6.6% | $4,614+20.8% | $6,396-12.9% |
| Admin fee / account holder | $285 | $8,748-96.7% | $7,673-96.3% | $12,562-97.7% |