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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,590 | $56,431-45.8% | $130,788-76.6% | $87,485-65.0% |
| Participation rate | 73.3% | 58.9%+14.4pp | 70.1%+3.2pp | 68.9%+4.4pp |
| Annual return | 13.30% | 91.27%-78.0pp | 386.44%-373.1pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,108 | $1,549+36.1% | $3,558-40.8% | $2,596-18.8% |
| Participant deferral / active EE | $3,795 | $2,749+38.0% | $4,137-8.3% | $4,274-11.2% |
| Admin fee / account holder | $230 | $4,433-94.8% | $6,673-96.6% | $7,775-97.0% |