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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,731 | $100,073-61.3% | $85,126-54.5% | $145,877-73.4% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 32.34% | 84.11%-51.8pp | 66.63%-34.3pp | 551.28%-518.9pp |
| Employer contribution / active EE | $1,807 | $3,236-44.2% | $2,731-33.8% | $4,663-61.2% |
| Participant deferral / active EE | $3,095 | $5,294-41.5% | $4,523-31.6% | $6,691-53.7% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |