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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,426 | $69,274-50.3% | $64,097-46.3% | $139,487-75.3% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 11.23% | 46.00%-34.8pp | 33.75%-22.5pp | 373.84%-362.6pp |
| Employer contribution / active EE | $824 | $3,187-74.2% | $2,750-70.0% | $4,755-82.7% |
| Participant deferral / active EE | $1,400 | $4,685-70.1% | $3,881-63.9% | $6,713-79.2% |
| Admin fee / account holder | $132 | $4,247-96.9% | $3,070-95.7% | $11,407-98.8% |