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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,150 | $115,903-74.0% | $100,528-70.0% | $158,966-81.0% |
| Participation rate | 84.2% | 81.6%+2.6pp | 79.4%+4.8pp | 82.0%+2.2pp |
| Annual return | 141.33% | 34.80%+106.5pp | 30.90%+110.4pp | 302.95%-161.6pp |
| Employer contribution / active EE | $832 | $4,105-79.7% | $3,419-75.7% | $4,762-82.5% |
| Participant deferral / active EE | $4,962 | $6,677-25.7% | $6,271-20.9% | $5,983-17.1% |
| Admin fee / account holder | $200 | $11,000-98.2% | $8,084-97.5% | $11,250-98.2% |