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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,991 | $69,248-91.3% | $64,101-90.7% | $139,466-95.7% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 15.49% | 45.95%-30.5pp | 33.72%-18.2pp | 373.66%-358.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,489 | $4,682-46.8% | $3,881-35.9% | $6,712-62.9% |
| Admin fee / account holder | $36 | $4,247-99.1% | $3,070-98.8% | $11,409-99.7% |