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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,840 | $85,766-53.5% | $136,297-70.8% | $70,131-43.2% |
| Participation rate | 78.8% | 74.2%+4.6pp | 81.9%-3.1pp | 69.5%+9.2pp |
| Annual return | 16.68% | 31.45%-14.8pp | 5156.16%-5139.5pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,727 | $2,966-41.8% | $4,696-63.2% | $2,342-26.3% |
| Participant deferral / active EE | $2,866 | $5,051-43.3% | $6,247-54.1% | $3,332-14.0% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,244-100.0% | $4,645-100.0% |