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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,102 | $100,901-58.3% | $75,501-44.2% | $147,586-71.5% |
| Participation rate | 80.0% | 77.1%+2.9pp | 72.4%+7.6pp | 82.8%-2.8pp |
| Annual return | 18.31% | 35.78%-17.5pp | 27.35%-9.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $6,920 | $3,253+112.7% | $2,352+194.3% | $4,876+41.9% |
| Participant deferral / active EE | $9,656 | $4,027+139.8% | $3,142+207.3% | $5,439+77.5% |
| Admin fee / account holder | $245 | $11,285-97.8% | $5,801-95.8% | $10,886-97.8% |