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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,458 | $85,766-72.6% | $136,297-82.8% | $70,131-66.6% |
| Participation rate | 70.0% | 74.2%-4.2pp | 81.9%-11.9pp | 69.5%+0.5pp |
| Annual return | 27.87% | 31.45%-3.6pp | 5156.16%-5128.3pp | 73.14%-45.3pp |
| Employer contribution / active EE | $2,095 | $2,966-29.4% | $4,696-55.4% | $2,342-10.6% |
| Participant deferral / active EE | $4,398 | $5,051-12.9% | $6,247-29.6% | $3,332+32.0% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,244-100.0% | $4,645-100.0% |