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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,820 | $183,592-81.6% | $155,574-78.3% | $145,877-76.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.69% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,956 | $5,317-63.2% | $4,676-58.2% | $4,663-58.1% |
| Participant deferral / active EE | $6,714 | $6,466+3.8% | $5,629+19.3% | $6,691+0.4% |
| Admin fee / account holder | $224 | $19,316-98.8% | $15,914-98.6% | $13,402-98.3% |