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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,033 | $183,627-83.1% | $155,602-80.1% | $145,978-78.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.84% | 61.32%-47.5pp | 64.81%-51.0pp | 550.52%-536.7pp |
| Employer contribution / active EE | $3,209 | $5,316-39.6% | $4,675-31.4% | $4,662-31.2% |
| Participant deferral / active EE | $2,052 | $6,466-68.3% | $5,629-63.5% | $6,690-69.3% |
| Admin fee / account holder | $242 | $19,327-98.7% | $15,923-98.5% | $13,400-98.2% |