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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,918 | $183,592-83.7% | $155,574-80.8% | $145,877-79.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 16.01% | 61.37%-45.4pp | 64.87%-48.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,566 | $5,317-70.5% | $4,676-66.5% | $4,663-66.4% |
| Participant deferral / active EE | $4,471 | $6,466-30.9% | $5,629-20.6% | $6,691-33.2% |
| Admin fee / account holder | $20 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |