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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,257 | $107,421-72.8% | $182,262-83.9% | $94,015-68.9% |
| Participation rate | 86.1% | 77.8%+8.3pp | 84.2%+1.9pp | 70.8%+15.3pp |
| Annual return | 95.33% | 21.32%+74.0pp | 140.60%-45.3pp | 17.84%+77.5pp |
| Employer contribution / active EE | $3,359 | $3,448-2.6% | $5,046-33.4% | $2,790+20.4% |
| Participant deferral / active EE | $6,846 | $6,558+4.4% | $8,276-17.3% | $4,249+61.1% |
| Admin fee / account holder | $108 | $8,692-98.8% | $16,712-99.4% | $8,951-98.8% |