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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,021 | $110,379-65.6% | $102,412-62.9% | $145,884-73.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 13.67% | 24.84%-11.2pp | 24.94%-11.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,699 | $4,216-59.7% | $3,870-56.1% | $4,662-63.6% |
| Participant deferral / active EE | $4,880 | $5,622-13.2% | $5,060-3.6% | $6,690-27.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |