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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,379 | $89,367-64.9% | $141,191-77.8% | $72,975-57.0% |
| Participation rate | 74.1% | 75.1%-1.1pp | 82.5%-8.4pp | 69.5%+4.6pp |
| Annual return | 33.70% | 111.87%-78.2pp | 71.41%-37.7pp | 81.01%-47.3pp |
| Employer contribution / active EE | $1,731 | $3,115-44.4% | $4,736-63.5% | $2,440-29.1% |
| Participant deferral / active EE | $4,690 | $5,419-13.4% | $6,710-30.1% | $3,608+30.0% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |