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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,197 | $103,393-66.9% | $87,103-60.7% | $152,909-77.6% |
| Participation rate | 81.8% | 79.4%+2.5pp | 76.9%+4.9pp | 82.5%-0.6pp |
| Annual return | 23.71% | 28.10%-4.4pp | 28.19%-4.5pp | 345.46%-321.8pp |
| Employer contribution / active EE | $1,866 | $3,221-42.1% | $2,521-26.0% | $4,764-60.8% |
| Participant deferral / active EE | $3,642 | $4,778-23.8% | $4,049-10.0% | $5,851-37.8% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |