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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,828 | $64,705-47.7% | $62,929-46.2% | $67,986-50.2% |
| Participation rate | 94.9% | 65.6%+29.3pp | 73.1%+21.8pp | 57.2%+37.7pp |
| Annual return | 12.66% | 20.31%-7.6pp | 1063.93%-1051.3pp | 31.67%-19.0pp |
| Employer contribution / active EE | $1,536 | $2,376-35.4% | $2,505-38.7% | $2,019-23.9% |
| Participant deferral / active EE | $3,603 | $3,198+12.7% | $3,888-7.3% | $3,358+7.3% |
| Admin fee / account holder | $107 | $1,428-92.5% | $5,065-97.9% | $3,203-96.7% |