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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,551 | $106,267-73.1% | $96,520-70.4% | $139,456-79.5% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 19.33% | 38.45%-19.1pp | 35.72%-16.4pp | 373.45%-354.1pp |
| Employer contribution / active EE | $1,777 | $4,105-56.7% | $3,739-52.5% | $4,753-62.6% |
| Participant deferral / active EE | $3,061 | $5,454-43.9% | $4,879-37.3% | $6,711-54.4% |
| Admin fee / account holder | $14 | $7,882-99.8% | $6,733-99.8% | $11,407-99.9% |