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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,299 | $176,402-81.7% | $134,162-75.9% | $158,982-79.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.69% | 63.66%-53.0pp | 36.35%-25.7pp | 302.99%-292.3pp |
| Employer contribution / active EE | $1,712 | $5,042-66.0% | $3,705-53.8% | $4,763-64.1% |
| Participant deferral / active EE | $1,685 | $4,093-58.8% | $3,500-51.8% | $5,983-71.8% |
| Admin fee / account holder | $273 | $8,719-96.9% | $6,685-95.9% | $11,252-97.6% |