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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,260 | $78,694-57.7% | $67,652-50.8% | $125,389-73.5% |
| Participation rate | 92.3% | 78.8%+13.5pp | 75.7%+16.6pp | 83.2%+9.1pp |
| Annual return | -1.75% | 9.46%-11.2pp | 6625.40%-6627.2pp | 282.24%-284.0pp |
| Employer contribution / active EE | $4,219 | $3,044+38.6% | $2,266+86.2% | $4,866-13.3% |
| Participant deferral / active EE | $10,107 | $4,292+135.5% | $3,560+183.9% | $5,352+88.9% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |