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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,732 | $115,814-82.1% | $101,275-79.5% | $158,982-87.0% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.6pp |
| Annual return | 23.76% | 56.16%-32.4pp | 46.48%-22.7pp | 302.99%-279.2pp |
| Employer contribution / active EE | $1,536 | $4,176-63.2% | $3,660-58.0% | $4,763-67.8% |
| Participant deferral / active EE | $3,020 | $4,958-39.1% | $4,371-30.9% | $5,983-49.5% |
| Admin fee / account holder | $37 | $7,249-99.5% | $5,948-99.4% | $11,252-99.7% |