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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,056 | $106,280-65.1% | $96,538-61.6% | $139,487-73.4% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 12.03% | 38.48%-26.5pp | 35.74%-23.7pp | 373.84%-361.8pp |
| Employer contribution / active EE | $13,335 | $4,107+224.7% | $3,740+256.5% | $4,755+180.5% |
| Participant deferral / active EE | $8,060 | $5,457+47.7% | $4,880+65.1% | $6,713+20.1% |
| Admin fee / account holder | $76 | $7,888-99.0% | $6,737-98.9% | $11,407-99.3% |