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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,823 | $154,193-69.6% | $130,045-64.0% | $139,466-66.4% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 17.15% | 32.51%-15.4pp | -137.30%+154.5pp | 373.66%-356.5pp |
| Employer contribution / active EE | $1,162 | $5,292-78.1% | $4,321-73.1% | $4,754-75.6% |
| Participant deferral / active EE | $9,563 | $6,709+42.5% | $5,820+64.3% | $6,712+42.5% |
| Admin fee / account holder | $296 | $13,989-97.9% | $10,600-97.2% | $11,409-97.4% |