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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,387 | $98,766-68.2% | $149,730-79.0% | $79,852-60.7% |
| Participation rate | 73.5% | 75.8%-2.3pp | 82.5%-9.0pp | 69.6%+3.9pp |
| Annual return | 20.78% | 27.43%-6.6pp | 276.70%-255.9pp | 31.72%-10.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,256 | $5,681-7.5% | $6,843-23.2% | $3,740+40.5% |
| Admin fee / account holder | $187 | $6,052-96.9% | $9,310-98.0% | $5,306-96.5% |