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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,238 | $114,013-72.6% | $103,693-69.9% | $155,188-79.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 80.8%+6.7pp |
| Annual return | 26.00% | 49.31%-23.3pp | 47.61%-21.6pp | 148.84%-122.8pp |
| Employer contribution / active EE | $2,749 | $3,131-12.2% | $2,920-5.9% | $4,248-35.3% |
| Participant deferral / active EE | $6,906 | $4,970+39.0% | $4,579+50.8% | $6,531+5.7% |
| Admin fee / account holder | $71 | $8,407-99.2% | $7,858-99.1% | $14,480-99.5% |