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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,642 | $58,275-33.7% | $81,844-52.8% | $80,935-52.3% |
| Participation rate | 82.1% | 63.5%+18.7pp | 72.4%+9.8pp | 67.7%+14.5pp |
| Annual return | 15.68% | 41.82%-26.1pp | 778.87%-763.2pp | 35.66%-20.0pp |
| Employer contribution / active EE | $373 | $2,346-84.1% | $2,916-87.2% | $2,757-86.5% |
| Participant deferral / active EE | $3,691 | $3,285+12.3% | $4,323-14.6% | $4,299-14.2% |
| Admin fee / account holder | $144 | $4,749-97.0% | $7,355-98.0% | $6,924-97.9% |