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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,145 | $125,237-75.9% | $105,608-71.5% | $145,877-79.3% |
| Participation rate | 85.7% | 77.7%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 12.52% | 225.76%-213.2pp | 116.50%-104.0pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,515 | $3,720-59.3% | $3,167-52.2% | $4,663-67.5% |
| Participant deferral / active EE | $1,736 | $5,711-69.6% | $5,010-65.4% | $6,691-74.1% |
| Admin fee / account holder | $161 | $17,287-99.1% | $11,028-98.5% | $13,402-98.8% |