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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,468 | $97,750-64.7% | $103,464-66.7% | $145,959-76.4% |
| Participation rate | 85.7% | 81.1%+4.6pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 34.37% | 25.43%+8.9pp | 23.91%+10.5pp | 561.95%-527.6pp |
| Employer contribution / active EE | $3,913 | $4,685-16.5% | $4,677-16.3% | $4,661-16.0% |
| Participant deferral / active EE | $8,423 | $6,603+27.6% | $6,624+27.2% | $6,689+25.9% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,410-100.0% | $13,398-100.0% |