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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,031 | $99,652-73.9% | $78,778-67.0% | $147,586-82.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 18.85% | 47.28%-28.4pp | 35.62%-16.8pp | 578.59%-559.7pp |
| Employer contribution / active EE | $1,760 | $2,796-37.1% | $1,986-11.4% | $4,876-63.9% |
| Participant deferral / active EE | $7,376 | $3,664+101.3% | $2,958+149.3% | $5,439+35.6% |
| Admin fee / account holder | $135 | $7,155-98.1% | $5,134-97.4% | $10,886-98.8% |