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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,524 | $75,962-46.7% | $154,108-73.7% | $64,173-36.9% |
| Participation rate | 82.8% | 70.4%+12.3pp | 83.0%-0.3pp | 69.6%+13.2pp |
| Annual return | 1.68% | 30.32%-28.6pp | 735.21%-733.5pp | 7.63%-6.0pp |
| Employer contribution / active EE | $1,262 | $3,350-62.3% | $5,298-76.2% | $2,381-47.0% |
| Participant deferral / active EE | $1,736 | $3,175-45.3% | $5,081-65.8% | $3,470-50.0% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |