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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,642 | $58,241-33.7% | $81,780-52.7% | $80,911-52.2% |
| Participation rate | 82.1% | 63.4%+18.7pp | 72.4%+9.8pp | 67.6%+14.5pp |
| Annual return | 15.68% | 41.73%-26.0pp | 776.27%-760.6pp | 35.63%-19.9pp |
| Employer contribution / active EE | $373 | $2,343-84.1% | $2,914-87.2% | $2,756-86.5% |
| Participant deferral / active EE | $3,691 | $3,283+12.4% | $4,321-14.6% | $4,297-14.1% |
| Admin fee / account holder | $144 | $4,973-97.1% | $7,384-98.1% | $6,935-97.9% |