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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,314 | $124,336-54.7% | $111,303-49.4% | $167,518-66.4% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 9.91% | 37.45%-27.5pp | 54.66%-44.7pp | 478.71%-468.8pp |
| Employer contribution / active EE | $1,398 | $3,436-59.3% | $2,731-48.8% | $4,838-71.1% |
| Participant deferral / active EE | $3,723 | $5,181-28.1% | $4,487-17.0% | $6,342-41.3% |
| Admin fee / account holder | $46 | $10,623-99.6% | $7,966-99.4% | $12,312-99.6% |