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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,610 | $103,392-72.3% | $87,104-67.2% | $152,897-81.3% |
| Participation rate | 86.7% | 79.4%+7.3pp | 76.9%+9.8pp | 82.5%+4.2pp |
| Annual return | 23.59% | 28.10%-4.5pp | 28.19%-4.6pp | 345.43%-321.8pp |
| Employer contribution / active EE | $1,723 | $3,221-46.5% | $2,521-31.7% | $4,764-63.8% |
| Participant deferral / active EE | $5,321 | $4,778+11.4% | $4,048+31.4% | $5,851-9.1% |
| Admin fee / account holder | $80 | $12,194-99.3% | $7,491-98.9% | $11,599-99.3% |