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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,231 | $47,479-44.8% | $62,929-58.3% | $82,448-68.2% |
| Participation rate | 87.1% | 66.9%+20.2pp | 73.1%+14.0pp | 68.1%+19.0pp |
| Annual return | 17.44% | 20.34%-2.9pp | 1063.93%-1046.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,268 | $1,885+20.3% | $2,505-9.4% | $2,551-11.1% |
| Participant deferral / active EE | $4,253 | $2,870+48.2% | $3,888+9.4% | $4,139+2.7% |
| Admin fee / account holder | $9 | $3,804-99.8% | $5,065-99.8% | $7,234-99.9% |