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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,332 | $124,330-70.8% | $109,173-66.7% | $167,536-78.3% |
| Participation rate | 93.3% | 79.5%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 16.42% | 26.04%-9.6pp | 25.75%-9.3pp | 478.82%-462.4pp |
| Employer contribution / active EE | $2,255 | $4,209-46.4% | $3,723-39.4% | $4,839-53.4% |
| Participant deferral / active EE | $4,464 | $5,256-15.1% | $4,654-4.1% | $6,342-29.6% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |