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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,895 | $117,426-68.6% | $99,470-62.9% | $152,885-75.9% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 21.27% | 31.87%-10.6pp | 30.72%-9.4pp | 345.39%-324.1pp |
| Employer contribution / active EE | $1,312 | $3,014-56.5% | $2,540-48.3% | $4,763-72.4% |
| Participant deferral / active EE | $1,761 | $4,086-56.9% | $3,619-51.3% | $5,851-69.9% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,598-100.0% |