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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,830 | $78,672-67.2% | $109,163-76.3% | $85,856-69.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.36% | 25.09%-11.7pp | 25.75%-12.4pp | 318.58%-305.2pp |
| Employer contribution / active EE | $6,033 | $2,734+120.7% | $3,723+62.1% | $2,565+135.2% |
| Participant deferral / active EE | $2,317 | $3,467-33.2% | $4,654-50.2% | $3,952-41.4% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,754-100.0% | $6,261-100.0% |