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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,194 | $99,079-69.5% | $78,002-61.3% | $273,972-89.0% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.5%+6.3pp | 83.0%-1.2pp |
| Annual return | 9.32% | 217.93%-208.6pp | 425.99%-416.7pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,537 | $3,308-53.5% | $2,470-37.8% | $4,869-68.4% |
| Participant deferral / active EE | $3,074 | $4,306-28.6% | $3,497-12.1% | $5,287-41.9% |
| Admin fee / account holder | $13 | $8,954-99.9% | $5,481-99.8% | $10,133-99.9% |