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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,239 | $100,073-70.8% | $85,126-65.7% | $145,877-80.0% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 14.27% | 84.11%-69.8pp | 66.63%-52.4pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,599 | $3,236-50.6% | $2,731-41.4% | $4,663-65.7% |
| Participant deferral / active EE | $3,455 | $5,294-34.7% | $4,523-23.6% | $6,691-48.4% |
| Admin fee / account holder | $14 | $7,261-99.8% | $6,160-99.8% | $13,402-99.9% |