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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,261 | $103,393-71.7% | $87,103-66.4% | $152,909-80.9% |
| Participation rate | 90.5% | 79.4%+11.1pp | 76.9%+13.6pp | 82.5%+8.0pp |
| Annual return | 17.49% | 28.10%-10.6pp | 28.19%-10.7pp | 345.46%-328.0pp |
| Employer contribution / active EE | $1,667 | $3,221-48.3% | $2,521-33.9% | $4,764-65.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |