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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,786 | $98,776-59.7% | $149,745-73.4% | $79,856-50.2% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.5%+1.6pp | 69.6%+14.5pp |
| Annual return | 18.98% | 27.38%-8.4pp | 276.72%-257.7pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,251 | $3,217-61.1% | $4,646-73.1% | $2,471-49.4% |
| Participant deferral / active EE | $3,631 | $5,681-36.1% | $6,843-46.9% | $3,741-2.9% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |