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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,095 | $95,383-59.0% | $185,837-79.0% | $85,856-54.5% |
| Participation rate | 97.7% | 68.8%+29.0pp | 81.7%+16.0pp | 69.3%+28.4pp |
| Annual return | 22.54% | 23.59%-1.0pp | 122.08%-99.5pp | 318.58%-296.0pp |
| Employer contribution / active EE | $1,754 | $3,313-47.0% | $5,168-66.1% | $2,565-31.6% |
| Participant deferral / active EE | $4,339 | $3,423+26.7% | $5,568-22.1% | $3,952+9.8% |
| Admin fee / account holder | $105 | $7,213-98.5% | $16,241-99.4% | $6,261-98.3% |