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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,117 | $100,139-68.9% | $85,187-63.5% | $145,884-78.7% |
| Participation rate | 76.9% | 74.1%+2.8pp | 67.5%+9.4pp | 80.3%-3.4pp |
| Annual return | 18.69% | 84.15%-65.5pp | 66.67%-48.0pp | 551.85%-533.2pp |
| Employer contribution / active EE | $1,925 | $3,238-40.5% | $2,732-29.5% | $4,662-58.7% |
| Participant deferral / active EE | $6,553 | $5,296+23.7% | $4,525+44.8% | $6,690-2.0% |
| Admin fee / account holder | $70 | $7,262-99.0% | $6,162-98.9% | $13,392-99.5% |