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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,367 | $110,410-72.5% | $102,437-70.4% | $145,897-79.2% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 12.91% | 24.85%-11.9pp | 24.95%-12.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $898 | $4,217-78.7% | $3,871-76.8% | $4,663-80.7% |
| Participant deferral / active EE | $2,932 | $5,622-47.9% | $5,060-42.1% | $6,689-56.2% |
| Admin fee / account holder | $41 | $9,745-99.6% | $8,388-99.5% | $13,390-99.7% |