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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,183 | $83,337-75.8% | $67,834-70.2% | $273,972-92.6% |
| Participation rate | 70.0% | 76.4%-6.4pp | 68.8%+1.2pp | 83.0%-13.0pp |
| Annual return | 37.05% | 259.45%-222.4pp | 138.47%-101.4pp | 41.46%-4.4pp |
| Employer contribution / active EE | $1,122 | $3,287-65.9% | $2,403-53.3% | $4,869-77.0% |
| Participant deferral / active EE | $3,449 | $4,088-15.6% | $3,160+9.1% | $5,287-34.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |