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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,674 | $69,248-39.8% | $64,101-35.0% | $139,466-70.1% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 21.71% | 45.95%-24.2pp | 33.72%-12.0pp | 373.66%-352.0pp |
| Employer contribution / active EE | $2,760 | $3,185-13.3% | $2,749+0.4% | $4,754-41.9% |
| Participant deferral / active EE | $7,397 | $4,682+58.0% | $3,881+90.6% | $6,712+10.2% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |