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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,482 | $101,618-70.0% | $93,063-67.2% | $137,256-77.8% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 12.66% | 223.95%-211.3pp | 34.15%-21.5pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,635 | $2,707-39.6% | $2,476-34.0% | $4,156-60.7% |
| Participant deferral / active EE | $2,833 | $4,279-33.8% | $3,958-28.4% | $6,407-55.8% |
| Admin fee / account holder | $12 | $6,198-99.8% | $6,033-99.8% | $12,270-99.9% |