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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,963 | $88,815-65.1% | $81,882-62.2% | $145,897-78.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 10.79% | 1033.75%-1023.0pp | 779.47%-768.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,604 | $3,086-48.0% | $2,916-45.0% | $4,663-65.6% |
| Participant deferral / active EE | $3,208 | $4,647-31.0% | $4,323-25.8% | $6,689-52.0% |
| Admin fee / account holder | $274 | $8,434-96.8% | $7,360-96.3% | $13,390-98.0% |