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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,370 | $50,947-40.4% | $74,549-59.3% | $64,173-52.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 1825.81% | -1.85%+1827.7pp | 32.53%+1793.3pp | 7.63%+1818.2pp |
| Employer contribution / active EE | $1,774 | $1,115+59.0% | $1,961-9.5% | $2,381-25.5% |
| Participant deferral / active EE | $1,531 | $2,302-33.5% | $3,108-50.7% | $3,470-55.9% |
| Admin fee / account holder | $106 | $4,221-97.5% | $5,059-97.9% | $4,887-97.8% |