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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,618 | $39,162-26.9% | $100,671-71.6% | $59,633-52.0% |
| Participation rate | 82.4% | 55.9%+26.5pp | 70.7%+11.6pp | 68.7%+13.7pp |
| Annual return | 0.82% | 21.07%-20.3pp | 20.43%-19.6pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,979 | $1,992+150.0% | $3,144+58.4% | $3,192+56.0% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |