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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,539 | $102,547-60.5% | $78,210-48.2% | $147,586-72.5% |
| Participation rate | 90.9% | 74.4%+16.5pp | 68.7%+22.2pp | 82.8%+8.1pp |
| Annual return | 19.32% | 51.08%-31.8pp | 40.90%-21.6pp | 578.59%-559.3pp |
| Employer contribution / active EE | $1,914 | $2,617-26.8% | $2,034-5.9% | $4,876-60.7% |
| Participant deferral / active EE | $2,352 | $3,481-32.4% | $2,823-16.7% | $5,439-56.8% |
| Admin fee / account holder | $54 | $5,059-98.9% | $3,758-98.6% | $10,886-99.5% |