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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,209 | $103,008-72.6% | $90,304-68.8% | $152,897-81.6% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 25.74% | 95.22%-69.5pp | 78.13%-52.4pp | 345.43%-319.7pp |
| Employer contribution / active EE | $1,530 | $3,139-51.3% | $2,855-46.4% | $4,764-67.9% |
| Participant deferral / active EE | $4,167 | $4,281-2.7% | $3,885+7.3% | $5,851-28.8% |
| Admin fee / account holder | $42 | $6,175-99.3% | $5,354-99.2% | $11,599-99.6% |