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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,417 | $183,592-84.0% | $155,574-81.1% | $145,877-79.8% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 12.08% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,604 | $5,317-69.8% | $4,676-65.7% | $4,663-65.6% |
| Participant deferral / active EE | $3,957 | $6,466-38.8% | $5,629-29.7% | $6,691-40.9% |
| Admin fee / account holder | $120 | $19,316-99.4% | $15,914-99.2% | $13,402-99.1% |