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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,249 | $93,346-62.2% | $71,796-50.9% | $273,972-87.1% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.1%+0.9pp | 83.0%-13.0pp |
| Annual return | 10.36% | 130.39%-120.0pp | 78.04%-67.7pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,573 | $2,733-42.4% | $1,924-18.2% | $4,869-67.7% |
| Participant deferral / active EE | $6,179 | $3,475+77.8% | $2,794+121.1% | $5,287+16.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |