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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,828 | $67,594-50.0% | $77,361-56.3% | $69,733-51.5% |
| Participation rate | 94.9% | 71.7%+23.2pp | 75.0%+19.9pp | 62.5%+32.5pp |
| Annual return | 12.66% | 19.20%-6.5pp | 1011.54%-998.9pp | 15.22%-2.6pp |
| Employer contribution / active EE | $1,536 | $2,649-42.0% | $2,990-48.6% | $2,250-31.8% |
| Participant deferral / active EE | $3,603 | $3,401+5.9% | $3,911-7.9% | $3,054+18.0% |
| Admin fee / account holder | $107 | $1,159-90.8% | $5,894-98.2% | $3,102-96.5% |