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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,730 | $101,063-78.5% | $81,473-73.3% | $147,586-85.3% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,145 | $3,206-33.1% | $2,568-16.5% | $4,876-56.0% |
| Participant deferral / active EE | $5,284 | $4,242+24.6% | $3,537+49.4% | $5,439-2.8% |
| Admin fee / account holder | $85 | $5,812-98.5% | $4,561-98.1% | $10,886-99.2% |