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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,261 | $148,623-73.6% | $135,974-71.1% | $139,466-71.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 69.42% | 79.30%-9.9pp | 68.30%+1.1pp | 373.66%-304.2pp |
| Employer contribution / active EE | $1,862 | $5,246-64.5% | $4,859-61.7% | $4,754-60.8% |
| Participant deferral / active EE | $4,259 | $8,103-47.4% | $7,760-45.1% | $6,712-36.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |