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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,757 | $75,832-63.4% | $147,617-81.2% | $59,633-53.5% |
| Participation rate | 95.1% | 71.6%+23.6pp | 84.6%+10.5pp | 68.7%+26.5pp |
| Annual return | -0.84% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $3,722 | $3,485+6.8% | $5,564-33.1% | $2,203+69.0% |
| Participant deferral / active EE | $1,529 | $3,131-51.2% | $4,895-68.8% | $3,192-52.1% |
| Admin fee / account holder | $242 | $5,986-96.0% | $11,612-97.9% | $4,297-94.4% |