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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,229 | $103,038-61.0% | $90,324-55.5% | $152,909-73.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 24.24% | 95.25%-71.0pp | 78.15%-53.9pp | 345.46%-321.2pp |
| Employer contribution / active EE | $1,653 | $3,141-47.4% | $2,856-42.1% | $4,764-65.3% |
| Participant deferral / active EE | $3,613 | $4,282-15.6% | $3,885-7.0% | $5,851-38.2% |
| Admin fee / account holder | $181 | $6,177-97.1% | $5,356-96.6% | $11,601-98.4% |