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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,707 | $117,895-69.7% | $102,460-65.1% | $145,897-75.5% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 15.88% | 31.92%-16.0pp | 29.47%-13.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $3,447 | $3,619-4.7% | $3,025+13.9% | $4,663-26.1% |
| Participant deferral / active EE | $10,496 | $5,736+83.0% | $5,056+107.6% | $6,689+56.9% |
| Admin fee / account holder | $22 | $13,353-99.8% | $9,460-99.8% | $13,390-99.8% |