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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,254 | $103,000-67.7% | $90,300-63.2% | $152,885-78.2% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.5%+9.2pp |
| Annual return | 24.28% | 95.19%-70.9pp | 78.11%-53.8pp | 345.39%-321.1pp |
| Employer contribution / active EE | $3,082 | $3,138-1.8% | $2,854+8.0% | $4,763-35.3% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |