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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,098 | $75,388-62.7% | $123,553-77.3% | $55,725-49.6% |
| Participation rate | 91.1% | 75.7%+15.4pp | 82.3%+8.8pp | 70.9%+20.2pp |
| Annual return | 31.38% | 4.48%+26.9pp | 119.21%-87.8pp | 244.93%-213.5pp |
| Employer contribution / active EE | $1,981 | $3,063-35.3% | $4,628-57.2% | $2,078-4.7% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |