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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,114 | $106,280-62.3% | $96,538-58.4% | $139,487-71.2% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 0.00% | 38.48%-38.5pp | 35.74%-35.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $4,299 | $4,107+4.7% | $3,740+14.9% | $4,755-9.6% |
| Participant deferral / active EE | $5,680 | $5,457+4.1% | $4,880+16.4% | $6,713-15.4% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |