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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,657 | $95,415-66.8% | $185,851-83.0% | $85,851-63.1% |
| Participation rate | 78.8% | 68.8%+10.0pp | 81.7%-2.9pp | 69.3%+9.5pp |
| Annual return | 15.31% | 23.59%-8.3pp | 122.11%-106.8pp | 318.63%-303.3pp |
| Employer contribution / active EE | $577 | $3,314-82.6% | $5,168-88.8% | $2,565-77.5% |
| Participant deferral / active EE | $3,443 | $3,424+0.6% | $5,569-38.2% | $3,952-12.9% |
| Admin fee / account holder | $2 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |