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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,953 | $211,288-80.6% | $178,540-77.1% | $145,884-71.9% |
| Participation rate | 94.1% | 80.8%+13.3pp | 77.1%+17.0pp | 80.3%+13.8pp |
| Annual return | 10.48% | 30.27%-19.8pp | 27.15%-16.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,936 | $4,574-57.7% | $3,953-51.0% | $4,662-58.5% |
| Participant deferral / active EE | $1,819 | $6,967-73.9% | $6,281-71.0% | $6,690-72.8% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |