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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,446 | $176,402-71.4% | $134,155-62.4% | $158,950-68.3% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | 15.12% | 63.66%-48.5pp | 36.34%-21.2pp | 302.91%-287.8pp |
| Employer contribution / active EE | $715 | $5,042-85.8% | $3,705-80.7% | $4,762-85.0% |
| Participant deferral / active EE | $2,916 | $4,093-28.8% | $3,500-16.7% | $5,983-51.3% |
| Admin fee / account holder | $28 | $8,719-99.7% | $6,685-99.6% | $11,248-99.8% |