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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,500 | $156,616-79.2% | $133,346-75.6% | $198,609-83.6% |
| Participation rate | 85.7% | 77.7%+8.0pp | 72.8%+12.9pp | 82.4%+3.3pp |
| Annual return | 23.17% | 44.25%-21.1pp | 36.85%-13.7pp | 202.70%-179.5pp |
| Employer contribution / active EE | $1,975 | $3,368-41.4% | $2,853-30.8% | $5,055-60.9% |
| Participant deferral / active EE | $3,796 | $4,920-22.8% | $4,332-12.4% | $6,977-45.6% |
| Admin fee / account holder | $38 | $17,468-99.8% | $14,264-99.7% | $19,030-99.8% |