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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,807 | $125,193-73.8% | $105,591-68.9% | $145,978-77.5% |
| Participation rate | 88.2% | 77.6%+10.6pp | 75.3%+13.0pp | 80.3%+7.9pp |
| Annual return | 14.59% | 225.53%-210.9pp | 116.43%-101.8pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,749 | $3,718-53.0% | $3,166-44.8% | $4,662-62.5% |
| Participant deferral / active EE | $3,487 | $5,708-38.9% | $5,008-30.4% | $6,690-47.9% |
| Admin fee / account holder | $187 | $17,277-98.9% | $11,024-98.3% | $13,400-98.6% |