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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,318 | $152,612-79.5% | $125,192-75.0% | $152,897-79.5% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 13.33% | 54.85%-41.5pp | 43.79%-30.5pp | 345.43%-332.1pp |
| Employer contribution / active EE | $1,091 | $4,947-78.0% | $3,866-71.8% | $4,764-77.1% |
| Participant deferral / active EE | $3,824 | $5,868-34.8% | $4,937-22.6% | $5,851-34.7% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |