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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,000 | $132,634-75.1% | $115,768-71.5% | $137,256-76.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 25.41% | 160.70%-135.3pp | 100.46%-75.1pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,050 | $3,360-68.8% | $2,940-64.3% | $4,156-74.7% |
| Participant deferral / active EE | $7,994 | $5,619+42.3% | $4,917+62.6% | $6,407+24.8% |
| Admin fee / account holder | $69 | $15,028-99.5% | $12,439-99.4% | $12,270-99.4% |