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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,256 | $108,882-73.1% | $96,754-69.8% | $154,746-81.1% |
| Participation rate | 87.5% | 75.1%+12.4pp | 70.3%+17.2pp | 80.7%+6.8pp |
| Annual return | 22.17% | 98.39%-76.2pp | 82.04%-59.9pp | 172.34%-150.2pp |
| Employer contribution / active EE | $2,341 | $3,018-22.5% | $2,679-12.6% | $4,379-46.6% |
| Participant deferral / active EE | $5,012 | $5,323-5.8% | $4,758+5.3% | $6,730-25.5% |
| Admin fee / account holder | $65 | $10,200-99.4% | $8,905-99.3% | $14,365-99.5% |