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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,861 | $115,814-75.1% | $101,275-71.5% | $158,982-81.8% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 18.46% | 56.16%-37.7pp | 46.48%-28.0pp | 302.99%-284.5pp |
| Employer contribution / active EE | $1,131 | $4,176-72.9% | $3,660-69.1% | $4,763-76.3% |
| Participant deferral / active EE | $1,908 | $4,958-61.5% | $4,371-56.4% | $5,983-68.1% |
| Admin fee / account holder | $271 | $7,249-96.3% | $5,948-95.5% | $11,252-97.6% |