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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,232 | $99,921-57.7% | $85,009-50.3% | $145,959-71.1% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 14.01% | 83.89%-69.9pp | 66.47%-52.5pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,957 | $3,233-39.5% | $2,728-28.3% | $4,661-58.0% |
| Participant deferral / active EE | $2,176 | $5,293-58.9% | $4,522-51.9% | $6,689-67.5% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |