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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,789 | $106,894-74.0% | $84,016-66.9% | $152,870-81.8% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 28.13% | 104.99%-76.9pp | 71.31%-43.2pp | 345.34%-317.2pp |
| Employer contribution / active EE | $1,633 | $2,734-40.3% | $1,983-17.6% | $4,763-65.7% |
| Participant deferral / active EE | $5,956 | $4,011+48.5% | $3,239+83.9% | $5,850+1.8% |
| Admin fee / account holder | $141 | $8,286-98.3% | $6,101-97.7% | $11,597-98.8% |