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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,145 | $176,402-71.0% | $134,162-61.9% | $158,982-67.8% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 17.82% | 63.66%-45.8pp | 36.35%-18.5pp | 302.99%-285.2pp |
| Employer contribution / active EE | $1,376 | $5,042-72.7% | $3,705-62.9% | $4,763-71.1% |
| Participant deferral / active EE | $3,489 | $4,093-14.8% | $3,500-0.3% | $5,983-41.7% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |