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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,534 | $89,367-55.8% | $141,191-72.0% | $72,975-45.8% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.5%-1.8pp | 69.5%+11.2pp |
| Annual return | 19.31% | 111.87%-92.6pp | 71.41%-52.1pp | 81.01%-61.7pp |
| Employer contribution / active EE | $2,970 | $3,115-4.6% | $4,736-37.3% | $2,440+21.7% |
| Participant deferral / active EE | $2,826 | $5,419-47.9% | $6,710-57.9% | $3,608-21.7% |
| Admin fee / account holder | $6 | $5,957-99.9% | $10,264-99.9% | $5,124-99.9% |