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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,797 | $117,846-69.6% | $102,434-65.1% | $145,884-75.5% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 15.64% | 31.90%-16.3pp | 29.46%-13.8pp | 551.85%-536.2pp |
| Employer contribution / active EE | $2,472 | $3,615-31.6% | $3,023-18.2% | $4,662-47.0% |
| Participant deferral / active EE | $8,327 | $5,733+45.2% | $5,055+64.7% | $6,690+24.5% |
| Admin fee / account holder | $163 | $13,356-98.8% | $9,462-98.3% | $13,392-98.8% |