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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,730 | $85,766-64.2% | $136,298-77.5% | $70,126-56.2% |
| Participation rate | 83.8% | 74.2%+9.6pp | 81.9%+1.9pp | 69.5%+14.2pp |
| Annual return | 19.71% | 31.46%-11.7pp | 5156.27%-5136.6pp | 73.15%-53.4pp |
| Employer contribution / active EE | $2,747 | $2,966-7.4% | $4,696-41.5% | $2,343+17.3% |
| Participant deferral / active EE | $3,805 | $5,051-24.7% | $6,247-39.1% | $3,332+14.2% |
| Admin fee / account holder | $62 | $5,421-98.9% | $9,244-99.3% | $4,645-98.7% |