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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,904 | $176,402-62.6% | $134,162-50.9% | $158,982-58.5% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.7pp |
| Annual return | 7.38% | 63.66%-56.3pp | 36.35%-29.0pp | 302.99%-295.6pp |
| Employer contribution / active EE | $1,836 | $5,042-63.6% | $3,705-50.4% | $4,763-61.4% |
| Participant deferral / active EE | $1,836 | $4,093-55.1% | $3,500-47.5% | $5,983-69.3% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |