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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,590 | $52,353-41.6% | $120,225-74.6% | $82,448-62.9% |
| Participation rate | 73.3% | 58.3%+15.0pp | 69.6%+3.8pp | 68.1%+5.3pp |
| Annual return | 13.30% | 61.85%-48.6pp | 439.23%-425.9pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,108 | $1,510+39.6% | $3,475-39.4% | $2,551-17.4% |
| Participant deferral / active EE | $3,795 | $2,627+44.5% | $3,999-5.1% | $4,139-8.3% |
| Admin fee / account holder | $230 | $4,363-94.7% | $5,696-96.0% | $7,234-96.8% |