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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,733 | $85,766-42.0% | $136,298-63.5% | $70,126-29.1% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 23.35% | 31.46%-8.1pp | 5156.27%-5132.9pp | 73.15%-49.8pp |
| Employer contribution / active EE | $2,031 | $2,966-31.5% | $4,696-56.7% | $2,343-13.3% |
| Participant deferral / active EE | $3,338 | $5,051-33.9% | $6,247-46.6% | $3,332+0.2% |
| Admin fee / account holder | $9 | $5,421-99.8% | $9,244-99.9% | $4,645-99.8% |