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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,160 | $116,190-74.9% | $93,614-68.9% | $152,885-80.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 24.68% | 35.96%-11.3pp | 32.76%-8.1pp | 345.39%-320.7pp |
| Employer contribution / active EE | $1,588 | $3,219-50.7% | $2,718-41.6% | $4,763-66.7% |
| Participant deferral / active EE | $5,894 | $4,604+28.0% | $4,069+44.9% | $5,851+0.7% |
| Admin fee / account holder | $0 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |