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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,030 | $70,418-60.2% | $96,570-71.0% | $85,847-67.3% |
| Participation rate | 76.9% | 61.8%+15.1pp | 69.8%+7.1pp | 69.3%+7.6pp |
| Annual return | 20.18% | 18.59%+1.6pp | 37.79%-17.6pp | 318.61%-298.4pp |
| Employer contribution / active EE | $2,632 | $1,413+86.3% | $2,357+11.7% | $2,565+2.6% |
| Participant deferral / active EE | $4,024 | $2,894+39.0% | $3,849+4.5% | $3,952+1.8% |
| Admin fee / account holder | $20 | $4,995-99.6% | $6,182-99.7% | $6,261-99.7% |