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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,036 | $152,612-81.0% | $125,192-76.8% | $152,897-81.0% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.5%+8.5pp |
| Annual return | 24.01% | 54.85%-30.8pp | 43.79%-19.8pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,169 | $4,947-76.4% | $3,866-69.8% | $4,764-75.4% |
| Participant deferral / active EE | $2,260 | $5,868-61.5% | $4,937-54.2% | $5,851-61.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |