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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,054 | $111,785-73.1% | $93,669-67.9% | $145,877-79.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 28.27% | 203.79%-175.5pp | 133.59%-105.3pp | 551.28%-523.0pp |
| Employer contribution / active EE | $827 | $3,096-73.3% | $2,424-65.9% | $4,663-82.3% |
| Participant deferral / active EE | $7,124 | $4,919+44.8% | $4,416+61.3% | $6,691+6.5% |
| Admin fee / account holder | $147 | $10,256-98.6% | $8,291-98.2% | $13,402-98.9% |