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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,928 | $77,908-60.3% | $149,696-79.3% | $75,173-58.9% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 18.94% | 31.73%-12.8pp | 134.46%-115.5pp | 160.72%-141.8pp |
| Employer contribution / active EE | $1,163 | $3,138-62.9% | $4,821-75.9% | $2,671-56.4% |
| Participant deferral / active EE | $4,569 | $3,411+33.9% | $5,682-19.6% | $4,126+10.7% |
| Admin fee / account holder | $2 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |