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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,953 | $124,980-67.2% | $108,359-62.2% | $154,746-73.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.89% | 45.00%-23.1pp | 36.89%-15.0pp | 172.34%-150.4pp |
| Employer contribution / active EE | $5,608 | $2,851+96.7% | $2,399+133.7% | $4,379+28.1% |
| Participant deferral / active EE | $5,949 | $4,743+25.4% | $4,137+43.8% | $6,730-11.6% |
| Admin fee / account holder | $92 | $11,502-99.2% | $9,741-99.1% | $14,365-99.4% |