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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,305 | $232,540-87.4% | $185,117-84.2% | $147,586-80.1% |
| Participation rate | 94.1% | 82.4%+11.8pp | 77.3%+16.9pp | 82.8%+11.3pp |
| Annual return | 18.93% | 43.03%-24.1pp | 40.50%-21.6pp | 578.59%-559.7pp |
| Employer contribution / active EE | $2,155 | $5,195-58.5% | $4,182-48.5% | $4,876-55.8% |
| Participant deferral / active EE | $3,959 | $5,834-32.1% | $5,045-21.5% | $5,439-27.2% |
| Admin fee / account holder | $131 | $10,275-98.7% | $8,159-98.4% | $10,886-98.8% |