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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,460 | $81,208-63.7% | $98,920-70.2% | $79,852-63.1% |
| Participation rate | 70.5% | 72.5%-2.0pp | 76.0%-5.5pp | 69.6%+0.9pp |
| Annual return | 21.32% | 60.99%-39.7pp | 196.47%-175.2pp | 31.72%-10.4pp |
| Employer contribution / active EE | $517 | $1,960-73.6% | $2,689-80.8% | $2,471-79.1% |
| Participant deferral / active EE | $2,333 | $3,265-28.5% | $4,245-45.0% | $3,740-37.6% |
| Admin fee / account holder | $275 | $6,013-95.4% | $6,643-95.9% | $5,306-94.8% |