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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,153 | $85,171-57.6% | $172,753-79.1% | $72,976-50.5% |
| Participation rate | 84.6% | 70.1%+14.6pp | 82.6%+2.0pp | 69.5%+15.1pp |
| Annual return | 24.06% | 27.32%-3.3pp | 803.00%-778.9pp | 81.02%-57.0pp |
| Employer contribution / active EE | $1,090 | $3,324-67.2% | $5,144-78.8% | $2,440-55.3% |
| Participant deferral / active EE | $2,570 | $3,260-21.2% | $5,198-50.6% | $3,608-28.8% |
| Admin fee / account holder | $201 | $5,880-96.6% | $13,956-98.6% | $5,124-96.1% |