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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,902 | $100,792-76.3% | $86,691-72.4% | $134,509-82.2% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -19.08% | 29.08%-48.2pp | 35.94%-55.0pp | 418.13%-437.2pp |
| Employer contribution / active EE | $1,325 | $3,491-62.1% | $2,837-53.3% | $4,741-72.1% |
| Participant deferral / active EE | $9,690 | $5,339+81.5% | $4,656+108.1% | $6,400+51.4% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |