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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,569 | $77,817-72.3% | $123,553-82.5% | $64,173-66.4% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.0pp |
| Annual return | -1.36% | 12.49%-13.8pp | 119.21%-120.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $6,269 | $3,014+108.0% | $4,628+35.5% | $2,381+163.3% |
| Participant deferral / active EE | $4,510 | $5,240-13.9% | $6,426-29.8% | $3,470+30.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |