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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,602 | $101,063-71.7% | $81,473-64.9% | $147,586-80.6% |
| Participation rate | 82.4% | 74.5%+7.9pp | 68.0%+14.4pp | 82.8%-0.5pp |
| Annual return | 14.87% | 32.41%-17.5pp | 38.78%-23.9pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,977 | $3,206-38.3% | $2,568-23.0% | $4,876-59.4% |
| Participant deferral / active EE | $2,222 | $4,242-47.6% | $3,537-37.2% | $5,439-59.1% |
| Admin fee / account holder | $251 | $5,812-95.7% | $4,561-94.5% | $10,886-97.7% |