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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,749 | $107,030-35.8% | $73,550-6.5% | $147,586-53.4% |
| Participation rate | 80.0% | 66.4%+13.6pp | 54.9%+25.1pp | 82.8%-2.8pp |
| Annual return | 17.83% | 38.25%-20.4pp | -15.16%+33.0pp | 578.59%-560.8pp |
| Employer contribution / active EE | $349 | $1,760-80.2% | $1,219-71.4% | $4,876-92.9% |
| Participant deferral / active EE | $10,411 | $2,458+323.5% | $1,804+477.1% | $5,439+91.4% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |