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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,784 | $107,030-67.5% | $73,550-52.7% | $147,586-76.4% |
| Participation rate | 71.4% | 66.4%+5.1pp | 54.9%+16.5pp | 82.8%-11.4pp |
| Annual return | 11.89% | 38.25%-26.4pp | -15.16%+27.1pp | 578.59%-566.7pp |
| Employer contribution / active EE | $402 | $1,760-77.2% | $1,219-67.0% | $4,876-91.8% |
| Participant deferral / active EE | $5,143 | $2,458+109.2% | $1,804+185.1% | $5,439-5.4% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |