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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,468 | $97,751-64.7% | $103,447-66.7% | $145,877-76.4% |
| Participation rate | 85.7% | 81.1%+4.6pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 34.37% | 25.43%+8.9pp | 23.92%+10.5pp | 551.28%-516.9pp |
| Employer contribution / active EE | $3,913 | $4,684-16.5% | $4,678-16.3% | $4,663-16.1% |
| Participant deferral / active EE | $8,423 | $6,603+27.6% | $6,624+27.2% | $6,691+25.9% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,415-100.0% | $13,402-100.0% |