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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,908 | $115,903-65.6% | $100,528-60.3% | $158,966-74.9% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 16.40% | 34.80%-18.4pp | 30.90%-14.5pp | 302.95%-286.6pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,924 | $6,677-41.2% | $6,271-37.4% | $5,983-34.4% |
| Admin fee / account holder | $196 | $11,000-98.2% | $8,084-97.6% | $11,250-98.3% |