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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,279 | $124,336-79.7% | $111,303-77.3% | $167,518-84.9% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 13.30% | 37.45%-24.2pp | 54.66%-41.4pp | 478.71%-465.4pp |
| Employer contribution / active EE | $7,033 | $3,436+104.7% | $2,731+157.5% | $4,838+45.4% |
| Participant deferral / active EE | $7,020 | $5,181+35.5% | $4,487+56.4% | $6,342+10.7% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |