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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,888 | $103,392-62.4% | $87,104-55.4% | $152,897-74.6% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.9%+14.8pp | 82.5%+9.2pp |
| Annual return | 24.72% | 28.10%-3.4pp | 28.19%-3.5pp | 345.43%-320.7pp |
| Employer contribution / active EE | $2,922 | $3,221-9.3% | $2,521+15.9% | $4,764-38.7% |
| Participant deferral / active EE | $3,924 | $4,778-17.9% | $4,048-3.1% | $5,851-32.9% |
| Admin fee / account holder | $33 | $12,194-99.7% | $7,491-99.6% | $11,599-99.7% |