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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,948 | $98,766-68.7% | $149,730-79.3% | $79,852-61.2% |
| Participation rate | 73.1% | 75.8%-2.7pp | 82.5%-9.4pp | 69.6%+3.4pp |
| Annual return | 27.98% | 27.43%+0.5pp | 276.70%-248.7pp | 31.72%-3.7pp |
| Employer contribution / active EE | $2,750 | $3,217-14.5% | $4,645-40.8% | $2,471+11.3% |
| Participant deferral / active EE | $6,502 | $5,681+14.5% | $6,843-5.0% | $3,740+73.8% |
| Admin fee / account holder | $43 | $6,052-99.3% | $9,310-99.5% | $5,306-99.2% |