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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,568 | $89,370-54.6% | $141,197-71.3% | $72,976-44.4% |
| Participation rate | 98.0% | 75.1%+22.9pp | 82.5%+15.5pp | 69.5%+28.5pp |
| Annual return | 21.73% | 111.88%-90.1pp | 71.41%-49.7pp | 81.02%-59.3pp |
| Employer contribution / active EE | $737 | $3,115-76.4% | $4,736-84.4% | $2,440-69.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $107 | $5,957-98.2% | $10,265-99.0% | $5,124-97.9% |