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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,796 | $117,829-82.4% | $102,423-79.7% | $145,877-85.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 33.43% | 31.83%+1.6pp | 29.42%+4.0pp | 551.28%-517.9pp |
| Employer contribution / active EE | $5,673 | $3,615+57.0% | $3,023+87.7% | $4,663+21.7% |
| Participant deferral / active EE | $9,153 | $5,732+59.7% | $5,054+81.1% | $6,691+36.8% |
| Admin fee / account holder | $203 | $13,335-98.5% | $9,455-97.9% | $13,402-98.5% |