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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,671 | $103,000-43.0% | $90,300-35.0% | $152,885-61.6% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 16.51% | 95.19%-78.7pp | 78.11%-61.6pp | 345.39%-328.9pp |
| Employer contribution / active EE | $1,052 | $3,138-66.5% | $2,854-63.1% | $4,763-77.9% |
| Participant deferral / active EE | $2,954 | $4,281-31.0% | $3,884-24.0% | $5,851-49.5% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |