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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,287 | $101,063-69.0% | $81,473-61.6% | $147,586-78.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 31.06% | 32.41%-1.3pp | 38.78%-7.7pp | 578.59%-547.5pp |
| Employer contribution / active EE | $1,332 | $3,206-58.5% | $2,568-48.1% | $4,876-72.7% |
| Participant deferral / active EE | $4,051 | $4,242-4.5% | $3,537+14.5% | $5,439-25.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |