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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,179 | $123,155-69.8% | $108,753-65.8% | $155,188-76.0% |
| Participation rate | 92.9% | 75.6%+17.2pp | 71.1%+21.8pp | 80.8%+12.1pp |
| Annual return | 20.99% | 44.73%-23.7pp | 37.47%-16.5pp | 148.84%-127.8pp |
| Employer contribution / active EE | $3,224 | $2,811+14.7% | $2,427+32.9% | $4,248-24.1% |
| Participant deferral / active EE | $7,269 | $4,623+57.2% | $4,115+76.7% | $6,531+11.3% |
| Admin fee / account holder | $52 | $12,126-99.6% | $10,320-99.5% | $14,480-99.6% |