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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,067 | $100,004-68.9% | $81,438-61.9% | $145,959-78.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 12.40% | 34.34%-21.9pp | 24.74%-12.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $4,003 | $2,970+34.8% | $2,460+62.7% | $4,661-14.1% |
| Participant deferral / active EE | $6,603 | $4,603+43.4% | $3,883+70.0% | $6,689-1.3% |
| Admin fee / account holder | $244 | $8,202-97.0% | $5,764-95.8% | $13,398-98.2% |