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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,145 | $125,184-75.9% | $105,607-71.5% | $145,884-79.3% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 12.52% | 225.00%-212.5pp | 116.11%-103.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,515 | $3,720-59.3% | $3,167-52.2% | $4,662-67.5% |
| Participant deferral / active EE | $1,736 | $5,714-69.6% | $5,011-65.4% | $6,690-74.1% |
| Admin fee / account holder | $161 | $17,133-99.1% | $10,958-98.5% | $13,392-98.8% |