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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,122 | $93,346-69.9% | $71,796-60.8% | $273,972-89.7% |
| Participation rate | 95.7% | 76.5%+19.1pp | 69.1%+26.5pp | 83.0%+12.6pp |
| Annual return | 8.63% | 130.39%-121.8pp | 78.04%-69.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $2,097 | $2,733-23.3% | $1,924+9.0% | $4,869-56.9% |
| Participant deferral / active EE | $4,343 | $3,475+25.0% | $2,794+55.4% | $5,287-17.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |