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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,188 | $77,419-79.1% | $69,461-76.7% | $152,885-89.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.5%+0.9pp |
| Annual return | 36.79% | 39.07%-2.3pp | 28.97%+7.8pp | 345.39%-308.6pp |
| Employer contribution / active EE | $1,103 | $3,315-66.7% | $2,779-60.3% | $4,763-76.8% |
| Participant deferral / active EE | $6,429 | $4,414+45.7% | $3,536+81.8% | $5,851+9.9% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |