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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,466 | $149,679-77.0% | $117,039-70.6% | $147,585-76.6% |
| Participation rate | 71.4% | 83.5%-12.1pp | 77.2%-5.8pp | 82.8%-11.4pp |
| Annual return | 29.11% | 19.31%+9.8pp | 18.95%+10.2pp | 578.58%-549.5pp |
| Employer contribution / active EE | $1,521 | $4,937-69.2% | $3,785-59.8% | $4,876-68.8% |
| Participant deferral / active EE | $3,543 | $4,912-27.9% | $3,929-9.8% | $5,439-34.9% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |