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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,843 | $81,664-53.7% | $70,476-46.3% | $158,966-76.2% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 21.33% | 208.59%-187.3pp | 109.12%-87.8pp | 302.95%-281.6pp |
| Employer contribution / active EE | $791 | $3,219-75.4% | $2,738-71.1% | $4,762-83.4% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $232 | $6,197-96.3% | $3,847-94.0% | $11,250-97.9% |