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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,127 | $65,961-33.1% | $180,320-75.5% | $94,015-53.1% |
| Participation rate | 94.3% | 61.3%+33.1pp | 71.5%+22.8pp | 70.8%+23.5pp |
| Annual return | 11.49% | 14.27%-2.8pp | 778.54%-767.1pp | 17.84%-6.4pp |
| Employer contribution / active EE | $3,685 | $1,737+112.1% | $4,108-10.3% | $2,790+32.1% |
| Participant deferral / active EE | $0 | $3,003-100.0% | $4,304-100.0% | $4,249-100.0% |
| Admin fee / account holder | $124 | $4,901-97.5% | $10,000-98.8% | $8,951-98.6% |