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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,476 | $176,786-81.1% | $146,643-77.2% | $167,536-80.0% |
| Participation rate | 90.5% | 83.6%+6.9pp | 80.1%+10.4pp | 82.1%+8.4pp |
| Annual return | 13.19% | 24.04%-10.9pp | 22.75%-9.6pp | 478.82%-465.6pp |
| Employer contribution / active EE | $2,231 | $5,161-56.8% | $4,137-46.1% | $4,839-53.9% |
| Participant deferral / active EE | $2,536 | $6,440-60.6% | $5,506-53.9% | $6,342-60.0% |
| Admin fee / account holder | $5 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |