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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,744 | $117,846-73.9% | $102,434-70.0% | $145,884-78.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 12.79% | 31.90%-19.1pp | 29.46%-16.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $7,434 | $3,615+105.7% | $3,023+145.9% | $4,662+59.5% |
| Participant deferral / active EE | $7,164 | $5,733+25.0% | $5,055+41.7% | $6,690+7.1% |
| Admin fee / account holder | $79 | $13,356-99.4% | $9,462-99.2% | $13,392-99.4% |