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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,067 | $99,652-69.8% | $78,778-61.8% | $147,586-79.6% |
| Participation rate | 78.6% | 76.2%+2.3pp | 69.2%+9.4pp | 82.8%-4.3pp |
| Annual return | 17.91% | 47.28%-29.4pp | 35.62%-17.7pp | 578.59%-560.7pp |
| Employer contribution / active EE | $485 | $2,796-82.6% | $1,986-75.6% | $4,876-90.0% |
| Participant deferral / active EE | $1,003 | $3,664-72.6% | $2,958-66.1% | $5,439-81.6% |
| Admin fee / account holder | $218 | $7,155-97.0% | $5,134-95.8% | $10,886-98.0% |