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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,213 | $96,508-70.8% | $75,901-62.8% | $152,897-81.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.5%-2.5pp |
| Annual return | 24.41% | 33.99%-9.6pp | 30.76%-6.3pp | 345.43%-321.0pp |
| Employer contribution / active EE | $1,827 | $3,310-44.8% | $2,501-26.9% | $4,764-61.6% |
| Participant deferral / active EE | $2,906 | $4,554-36.2% | $3,603-19.3% | $5,851-50.3% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |