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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,062 | $90,486-56.8% | $78,676-50.4% | $273,972-85.7% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $327 | $3,175-89.7% | $2,850-88.5% | $4,869-93.3% |
| Participant deferral / active EE | $789 | $3,901-79.8% | $3,517-77.6% | $5,287-85.1% |
| Admin fee / account holder | $194 | $5,263-96.3% | $4,510-95.7% | $10,133-98.1% |