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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,859 | $103,008-66.2% | $90,304-61.4% | $152,897-77.2% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 29.04% | 95.22%-66.2pp | 78.13%-49.1pp | 345.43%-316.4pp |
| Employer contribution / active EE | $1,471 | $3,139-53.1% | $2,855-48.5% | $4,764-69.1% |
| Participant deferral / active EE | $3,856 | $4,281-9.9% | $3,885-0.7% | $5,851-34.1% |
| Admin fee / account holder | $20 | $6,175-99.7% | $5,354-99.6% | $11,599-99.8% |