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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,945 | $101,063-58.5% | $81,473-48.5% | $147,586-71.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 22.09% | 32.41%-10.3pp | 38.78%-16.7pp | 578.59%-556.5pp |
| Employer contribution / active EE | $1,267 | $3,206-60.5% | $2,568-50.6% | $4,876-74.0% |
| Participant deferral / active EE | $6,476 | $4,242+52.7% | $3,537+83.1% | $5,439+19.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |