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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,329 | $101,063-70.0% | $81,473-62.8% | $147,585-79.4% |
| Participation rate | 92.3% | 74.5%+17.9pp | 68.0%+24.4pp | 82.8%+9.5pp |
| Annual return | 24.82% | 32.41%-7.6pp | 38.78%-14.0pp | 578.58%-553.8pp |
| Employer contribution / active EE | $3,023 | $3,206-5.7% | $2,568+17.7% | $4,876-38.0% |
| Participant deferral / active EE | $7,636 | $4,242+80.0% | $3,537+115.9% | $5,439+40.4% |
| Admin fee / account holder | $146 | $5,812-97.5% | $4,561-96.8% | $10,886-98.7% |