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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,054 | $157,304-78.4% | $141,197-75.9% | $152,909-77.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 27.72% | 64.34%-36.6pp | 71.41%-43.7pp | 345.46%-317.7pp |
| Employer contribution / active EE | $1,892 | $5,263-64.0% | $4,736-60.0% | $4,764-60.3% |
| Participant deferral / active EE | $7,489 | $7,111+5.3% | $6,710+11.6% | $5,851+28.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |