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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,895 | $101,063-63.5% | $81,473-54.7% | $147,586-75.0% |
| Participation rate | 94.4% | 74.5%+20.0pp | 68.0%+26.5pp | 82.8%+11.6pp |
| Annual return | 17.57% | 32.41%-14.8pp | 38.78%-21.2pp | 578.59%-561.0pp |
| Employer contribution / active EE | $1,614 | $3,206-49.7% | $2,568-37.2% | $4,876-66.9% |
| Participant deferral / active EE | $3,151 | $4,242-25.7% | $3,537-10.9% | $5,439-42.1% |
| Admin fee / account holder | $26 | $5,812-99.6% | $4,561-99.4% | $10,886-99.8% |