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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,924 | $63,346-52.8% | $92,240-67.6% | $70,126-57.3% |
| Participation rate | 77.4% | 68.7%+8.7pp | 76.5%+0.9pp | 69.5%+7.9pp |
| Annual return | 15.02% | 530.19%-515.2pp | 176.29%-161.3pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,807 | $2,854-36.7% | $3,897-53.6% | $3,332-45.8% |
| Admin fee / account holder | $93 | $3,841-97.6% | $5,194-98.2% | $4,645-98.0% |