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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,528 | $176,786-77.6% | $146,643-73.0% | $167,536-76.4% |
| Participation rate | 95.7% | 83.6%+12.0pp | 80.1%+15.6pp | 82.1%+13.5pp |
| Annual return | 35.21% | 24.04%+11.2pp | 22.75%+12.5pp | 478.82%-443.6pp |
| Employer contribution / active EE | $2,143 | $5,161-58.5% | $4,137-48.2% | $4,839-55.7% |
| Participant deferral / active EE | $6,407 | $6,440-0.5% | $5,506+16.4% | $6,342+1.0% |
| Admin fee / account holder | $193 | $13,262-98.5% | $10,280-98.1% | $12,315-98.4% |