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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,145 | $125,190-75.9% | $105,624-71.5% | $145,897-79.3% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 12.52% | 225.22%-212.7pp | 116.20%-103.7pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,515 | $3,720-59.3% | $3,168-52.2% | $4,663-67.5% |
| Participant deferral / active EE | $1,736 | $5,716-69.6% | $5,013-65.4% | $6,689-74.1% |
| Admin fee / account holder | $161 | $17,138-99.1% | $10,961-98.5% | $13,390-98.8% |