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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,384 | $157,296-77.5% | $141,191-74.9% | $152,897-76.9% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 17.86% | 64.34%-46.5pp | 71.41%-53.6pp | 345.43%-327.6pp |
| Employer contribution / active EE | $1,634 | $5,262-68.9% | $4,736-65.5% | $4,764-65.7% |
| Participant deferral / active EE | $3,504 | $7,111-50.7% | $6,710-47.8% | $5,851-40.1% |
| Admin fee / account holder | $78 | $12,125-99.4% | $10,264-99.2% | $11,599-99.3% |