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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,564 | $142,430-82.1% | $115,170-77.8% | $152,897-83.3% |
| Participation rate | 94.7% | 82.4%+12.4pp | 75.9%+18.8pp | 82.5%+12.3pp |
| Annual return | 23.34% | 41.48%-18.1pp | 35.60%-12.3pp | 345.43%-322.1pp |
| Employer contribution / active EE | $880 | $4,011-78.1% | $3,179-72.3% | $4,764-81.5% |
| Participant deferral / active EE | $2,387 | $5,165-53.8% | $4,169-42.8% | $5,851-59.2% |
| Admin fee / account holder | $137 | $8,464-98.4% | $7,089-98.1% | $11,599-98.8% |