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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,590 | $56,116-45.5% | $135,768-77.5% | $86,983-64.8% |
| Participation rate | 73.3% | 60.1%+13.2pp | 71.1%+2.3pp | 69.5%+3.8pp |
| Annual return | 13.30% | 125.33%-112.0pp | 526.10%-512.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $2,108 | $1,528+38.0% | $3,394-37.9% | $2,584-18.4% |
| Participant deferral / active EE | $3,795 | $2,690+41.1% | $3,977-4.6% | $4,194-9.5% |
| Admin fee / account holder | $230 | $4,314-94.7% | $7,048-96.7% | $7,856-97.1% |