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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,266 | $103,387-70.7% | $87,102-65.3% | $152,885-80.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 23.84% | 28.10%-4.3pp | 28.19%-4.4pp | 345.39%-321.6pp |
| Employer contribution / active EE | $2,032 | $3,221-36.9% | $2,521-19.4% | $4,763-57.3% |
| Participant deferral / active EE | $3,849 | $4,778-19.5% | $4,048-4.9% | $5,851-34.2% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |