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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,117 | $172,111-79.0% | $150,298-76.0% | $137,256-73.7% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 24.41% | 69.37%-45.0pp | 62.79%-38.4pp | 220.34%-195.9pp |
| Employer contribution / active EE | $2,242 | $4,636-51.6% | $4,154-46.0% | $4,156-46.0% |
| Participant deferral / active EE | $9,317 | $6,166+51.1% | $5,453+70.9% | $6,407+45.4% |
| Admin fee / account holder | $9 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |