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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,742 | $73,404-14.5% | $87,103-28.0% | $67,582-7.2% |
| Participation rate | 98.9% | 80.9%+18.0pp | 76.9%+22.0pp | 71.3%+27.6pp |
| Annual return | 23.41% | 48.29%-24.9pp | 28.19%-4.8pp | 378.57%-355.2pp |
| Employer contribution / active EE | $2,579 | $2,014+28.1% | $2,521+2.3% | $2,148+20.1% |
| Participant deferral / active EE | $2,715 | $3,913-30.6% | $4,049-32.9% | $3,539-23.3% |
| Admin fee / account holder | $0 | $142-100.0% | $7,491-100.0% | $142-100.0% |