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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,330 | $118,875-67.8% | $96,572-60.3% | $167,553-77.1% |
| Participation rate | 70.6% | 75.5%-4.9pp | 69.8%+0.8pp | 82.1%-11.5pp |
| Annual return | 13.88% | 50.50%-36.6pp | 37.79%-23.9pp | 478.89%-465.0pp |
| Employer contribution / active EE | $2,160 | $3,121-30.8% | $2,357-8.4% | $4,840-55.4% |
| Participant deferral / active EE | $3,273 | $4,617-29.1% | $3,850-15.0% | $6,343-48.4% |
| Admin fee / account holder | $230 | $8,070-97.2% | $6,183-96.3% | $12,316-98.1% |