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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,355 | $176,402-79.4% | $134,162-72.9% | $158,982-77.1% |
| Participation rate | 90.0% | 78.7%+11.3pp | 72.2%+17.8pp | 82.0%+8.0pp |
| Annual return | 13.90% | 63.66%-49.8pp | 36.35%-22.4pp | 302.99%-289.1pp |
| Employer contribution / active EE | $1,009 | $5,042-80.0% | $3,705-72.8% | $4,763-78.8% |
| Participant deferral / active EE | $3,442 | $4,093-15.9% | $3,500-1.6% | $5,983-42.5% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |