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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,467 | $45,152-32.5% | $73,836-58.7% | $59,633-48.9% |
| Participation rate | 78.5% | 64.0%+14.5pp | 73.4%+5.1pp | 68.7%+9.8pp |
| Annual return | 3.11% | 27.40%-24.3pp | 2268.06%-2264.9pp | 2041.45%-2038.3pp |
| Employer contribution / active EE | $1,589 | $1,901-16.4% | $2,787-43.0% | $2,203-27.8% |
| Participant deferral / active EE | $1,713 | $2,573-33.4% | $3,583-52.2% | $3,192-46.3% |
| Admin fee / account holder | $199 | $3,515-94.3% | $4,882-95.9% | $4,297-95.4% |