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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,707 | $117,829-69.7% | $102,423-65.1% | $145,877-75.5% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 15.88% | 31.83%-16.0pp | 29.42%-13.5pp | 551.28%-535.4pp |
| Employer contribution / active EE | $3,447 | $3,615-4.6% | $3,023+14.0% | $4,663-26.1% |
| Participant deferral / active EE | $10,496 | $5,732+83.1% | $5,054+107.7% | $6,691+56.9% |
| Admin fee / account holder | $22 | $13,335-99.8% | $9,455-99.8% | $13,402-99.8% |