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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,019 | $148,629-77.1% | $135,982-75.0% | $139,487-75.6% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 21.26% | 79.33%-58.1pp | 68.32%-47.1pp | 373.84%-352.6pp |
| Employer contribution / active EE | $1,648 | $5,247-68.6% | $4,859-66.1% | $4,755-65.3% |
| Participant deferral / active EE | $4,810 | $8,102-40.6% | $7,760-38.0% | $6,713-28.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |