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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,965 | $95,601-67.6% | $77,183-59.9% | $139,456-77.8% |
| Participation rate | 79.2% | 74.0%+5.2pp | 69.6%+9.6pp | 80.3%-1.2pp |
| Annual return | 24.59% | 54.96%-30.4pp | 37.89%-13.3pp | 373.45%-348.9pp |
| Employer contribution / active EE | $3,051 | $3,145-3.0% | $2,534+20.4% | $4,753-35.8% |
| Participant deferral / active EE | $3,899 | $4,623-15.7% | $3,833+1.7% | $6,711-41.9% |
| Admin fee / account holder | $66 | $8,302-99.2% | $5,475-98.8% | $11,407-99.4% |