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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,496 | $105,200-72.9% | $159,474-82.1% | $85,847-66.8% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.8%+13.7pp | 69.3%+27.2pp |
| Annual return | 20.52% | 45.08%-24.6pp | 263.68%-243.2pp | 318.61%-298.1pp |
| Employer contribution / active EE | $1,898 | $3,319-42.8% | $4,831-60.7% | $2,565-26.0% |
| Participant deferral / active EE | $4,582 | $5,946-22.9% | $7,353-37.7% | $3,952+15.9% |
| Admin fee / account holder | $114 | $6,934-98.3% | $10,802-98.9% | $6,261-98.2% |