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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,963 | $69,248-84.2% | $64,101-82.9% | $139,466-92.1% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 19.58% | 45.95%-26.4pp | 33.72%-14.1pp | 373.66%-354.1pp |
| Employer contribution / active EE | $1,501 | $3,185-52.9% | $2,749-45.4% | $4,754-68.4% |
| Participant deferral / active EE | $2,818 | $4,682-39.8% | $3,881-27.4% | $6,712-58.0% |
| Admin fee / account holder | $30 | $4,247-99.3% | $3,070-99.0% | $11,409-99.7% |