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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,239 | $124,336-70.0% | $111,303-66.5% | $167,518-77.8% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 18.34% | 37.45%-19.1pp | 54.66%-36.3pp | 478.71%-460.4pp |
| Employer contribution / active EE | $1,839 | $3,436-46.5% | $2,731-32.7% | $4,838-62.0% |
| Participant deferral / active EE | $2,830 | $5,181-45.4% | $4,487-36.9% | $6,342-55.4% |
| Admin fee / account holder | $86 | $10,623-99.2% | $7,966-98.9% | $12,312-99.3% |