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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,031 | $79,694-49.8% | $96,192-58.4% | $79,389-49.6% |
| Participation rate | 82.4% | 54.0%+28.4pp | 68.4%+14.0pp | 70.7%+11.7pp |
| Annual return | 17.52% | 40.84%-23.3pp | 192.09%-174.6pp | 116.89%-99.4pp |
| Employer contribution / active EE | $960 | $1,443-33.5% | $2,799-65.7% | $2,428-60.5% |
| Participant deferral / active EE | $3,129 | $2,539+23.3% | $4,351-28.1% | $4,046-22.7% |
| Admin fee / account holder | $0 | $630-100.0% | $5,539-100.0% | $626-100.0% |