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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,708 | $114,013-67.8% | $103,693-64.6% | $155,188-76.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 22.26% | 49.31%-27.0pp | 47.61%-25.3pp | 148.84%-126.6pp |
| Employer contribution / active EE | $1,098 | $3,131-64.9% | $2,920-62.4% | $4,248-74.2% |
| Participant deferral / active EE | $2,633 | $4,970-47.0% | $4,579-42.5% | $6,531-59.7% |
| Admin fee / account holder | $38 | $8,407-99.5% | $7,858-99.5% | $14,480-99.7% |