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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,309 | $95,580-66.2% | $76,872-58.0% | $139,466-76.8% |
| Participation rate | 90.0% | 74.0%+16.0pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 12.30% | 55.00%-42.7pp | 37.90%-25.6pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,414 | $3,145-55.1% | $2,533-44.2% | $4,754-70.3% |
| Participant deferral / active EE | $1,119 | $4,623-75.8% | $3,832-70.8% | $6,712-83.3% |
| Admin fee / account holder | $2 | $8,302-100.0% | $5,476-100.0% | $11,409-100.0% |