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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,625 | $52,293-45.3% | $178,503-84.0% | $73,412-61.0% |
| Participation rate | 98.1% | 65.3%+32.8pp | 81.9%+16.2pp | 72.2%+25.9pp |
| Annual return | 12.60% | 34.75%-22.2pp | 151.12%-138.5pp | 59.30%-46.7pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,513 | $2,333+7.7% | $5,202-51.7% | $3,806-34.0% |
| Admin fee / account holder | $1 | $127-98.9% | $13,987-100.0% | $158-99.1% |