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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,239 | $100,139-70.8% | $85,187-65.7% | $145,884-80.0% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 14.27% | 84.15%-69.9pp | 66.67%-52.4pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,599 | $3,238-50.6% | $2,732-41.5% | $4,662-65.7% |
| Participant deferral / active EE | $3,455 | $5,296-34.8% | $4,525-23.7% | $6,690-48.4% |
| Admin fee / account holder | $14 | $7,262-99.8% | $6,162-99.8% | $13,392-99.9% |