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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,117 | $99,921-68.9% | $85,009-63.4% | $145,959-78.7% |
| Participation rate | 76.9% | 74.1%+2.8pp | 67.5%+9.4pp | 80.3%-3.4pp |
| Annual return | 18.69% | 83.89%-65.2pp | 66.47%-47.8pp | 561.95%-543.3pp |
| Employer contribution / active EE | $1,925 | $3,233-40.4% | $2,728-29.4% | $4,661-58.7% |
| Participant deferral / active EE | $6,553 | $5,293+23.8% | $4,522+44.9% | $6,689-2.0% |
| Admin fee / account holder | $70 | $7,252-99.0% | $6,153-98.9% | $13,398-99.5% |