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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,933 | $114,013-70.2% | $103,693-67.3% | $155,188-78.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 20.47% | 49.31%-28.8pp | 47.61%-27.1pp | 148.84%-128.4pp |
| Employer contribution / active EE | $5,300 | $3,131+69.3% | $2,920+81.5% | $4,248+24.8% |
| Participant deferral / active EE | $5,211 | $4,970+4.9% | $4,579+13.8% | $6,531-20.2% |
| Admin fee / account holder | $241 | $8,407-97.1% | $7,858-96.9% | $14,480-98.3% |