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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,016 | $37,446-51.9% | $77,552-76.8% | $79,856-77.4% |
| Participation rate | 93.1% | 41.5%+51.6pp | 54.2%+38.9pp | 69.6%+23.5pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,619 | $637+468.1% | $987+266.9% | $2,471+46.5% |
| Participant deferral / active EE | $2,616 | $1,261+107.5% | $1,861+40.6% | $3,741-30.1% |
| Admin fee / account holder | $9 | $2,506-99.7% | $2,859-99.7% | $5,306-99.8% |