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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,374 | $116,203-68.7% | $93,621-61.1% | $152,897-76.2% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.8%+10.8pp | 82.5%+4.2pp |
| Annual return | 20.49% | 35.96%-15.5pp | 32.76%-12.3pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,145 | $3,219-64.4% | $2,719-57.9% | $4,764-76.0% |
| Participant deferral / active EE | $2,089 | $4,605-54.6% | $4,070-48.7% | $5,851-64.3% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |