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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,191 | $53,127-54.5% | $86,597-72.1% | $70,131-65.5% |
| Participation rate | 96.8% | 65.3%+31.5pp | 73.5%+23.2pp | 69.5%+27.2pp |
| Annual return | 20.87% | 27.66%-6.8pp | 964.96%-944.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,725 | $2,068-16.6% | $2,840-39.3% | $2,342-26.4% |
| Participant deferral / active EE | $2,561 | $2,696-5.0% | $3,609-29.0% | $3,332-23.1% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |