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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,707 | $117,904-69.7% | $102,457-65.1% | $145,978-75.5% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 15.88% | 31.80%-15.9pp | 29.41%-13.5pp | 550.52%-534.6pp |
| Employer contribution / active EE | $3,447 | $3,613-4.6% | $3,022+14.1% | $4,662-26.1% |
| Participant deferral / active EE | $10,496 | $5,733+83.1% | $5,054+107.7% | $6,690+56.9% |
| Admin fee / account holder | $22 | $13,329-99.8% | $9,451-99.8% | $13,400-99.8% |