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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,453 | $62,672-37.0% | $185,117-78.7% | $70,126-43.7% |
| Participation rate | 88.9% | 63.8%+25.1pp | 77.3%+11.6pp | 69.5%+19.3pp |
| Annual return | 50.50% | 40.79%+9.7pp | 40.50%+10.0pp | 73.15%-22.6pp |
| Employer contribution / active EE | $3,437 | $1,753+96.1% | $4,182-17.8% | $2,343+46.7% |
| Participant deferral / active EE | $6,343 | $3,272+93.9% | $5,045+25.7% | $3,332+90.4% |
| Admin fee / account holder | $139 | $3,932-96.5% | $8,159-98.3% | $4,645-97.0% |