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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,003 | $107,030-89.7% | $73,550-85.0% | $147,586-92.5% |
| Participation rate | 85.7% | 66.4%+19.3pp | 54.9%+30.8pp | 82.8%+2.9pp |
| Annual return | 1.50% | 38.25%-36.8pp | -15.16%+16.7pp | 578.59%-577.1pp |
| Employer contribution / active EE | $3,841 | $1,760+118.2% | $1,219+215.1% | $4,876-21.2% |
| Participant deferral / active EE | $3,795 | $2,458+54.4% | $1,804+110.3% | $5,439-30.2% |
| Admin fee / account holder | $249 | $3,055-91.9% | $2,320-89.3% | $10,886-97.7% |