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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,219 | $110,410-77.2% | $102,437-75.4% | $145,897-82.7% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 17.75% | 24.85%-7.1pp | 24.95%-7.2pp | 552.29%-534.5pp |
| Employer contribution / active EE | $1,496 | $4,217-64.5% | $3,871-61.3% | $4,663-67.9% |
| Participant deferral / active EE | $6,668 | $5,622+18.6% | $5,060+31.8% | $6,689-0.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |