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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,254 | $70,366-57.0% | $66,674-54.6% | $138,895-78.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 17.68% | 386.41%-368.7pp | 321.24%-303.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,713 | $2,765-38.1% | $2,620-34.6% | $4,194-59.2% |
| Participant deferral / active EE | $3,551 | $4,374-18.8% | $4,084-13.0% | $6,396-44.5% |
| Admin fee / account holder | $290 | $5,262-94.5% | $5,098-94.3% | $12,562-97.7% |