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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,417 | $183,539-84.0% | $155,556-81.1% | $145,897-79.8% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 12.08% | 61.31%-49.2pp | 64.84%-52.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,604 | $5,315-69.8% | $4,675-65.7% | $4,663-65.6% |
| Participant deferral / active EE | $3,957 | $6,467-38.8% | $5,631-29.7% | $6,689-40.8% |
| Admin fee / account holder | $120 | $19,275-99.4% | $15,885-99.2% | $13,390-99.1% |