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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,463 | $104,694-69.9% | $85,709-63.3% | $167,536-81.2% |
| Participation rate | 92.3% | 76.4%+15.9pp | 69.9%+22.4pp | 82.1%+10.2pp |
| Annual return | 11.84% | 21.45%-9.6pp | 21.49%-9.7pp | 478.82%-467.0pp |
| Employer contribution / active EE | $7,136 | $3,337+113.8% | $2,619+172.5% | $4,839+47.5% |
| Participant deferral / active EE | $3,530 | $4,826-26.9% | $3,924-10.0% | $6,342-44.3% |
| Admin fee / account holder | $186 | $10,035-98.1% | $6,876-97.3% | $12,315-98.5% |