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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,016 | $141,001-68.1% | $112,228-59.9% | $139,487-67.7% |
| Participation rate | 93.8% | 79.2%+14.5pp | 72.4%+21.3pp | 80.3%+13.4pp |
| Annual return | 22.03% | 32.75%-10.7pp | 30.23%-8.2pp | 373.84%-351.8pp |
| Employer contribution / active EE | $8,539 | $4,285+99.3% | $3,432+148.9% | $4,755+79.6% |
| Participant deferral / active EE | $4,033 | $5,877-31.4% | $4,800-16.0% | $6,713-39.9% |
| Admin fee / account holder | $78 | $9,959-99.2% | $7,752-99.0% | $11,407-99.3% |