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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,789 | $106,923-74.0% | $84,023-66.9% | $152,909-81.8% |
| Participation rate | 71.4% | 75.3%-3.8pp | 69.0%+2.4pp | 82.5%-11.0pp |
| Annual return | 28.13% | 105.02%-76.9pp | 71.32%-43.2pp | 345.46%-317.3pp |
| Employer contribution / active EE | $1,633 | $2,735-40.3% | $1,984-17.7% | $4,764-65.7% |
| Participant deferral / active EE | $5,956 | $4,013+48.4% | $3,239+83.9% | $5,851+1.8% |
| Admin fee / account holder | $141 | $8,289-98.3% | $6,102-97.7% | $11,601-98.8% |