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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,257 | $55,472-49.1% | $155,567-81.8% | $74,546-62.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.33% | 268.72%-257.4pp | 64.74%-53.4pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $2,909 | $2,269+28.2% | $4,674-37.8% | $2,624+10.8% |
| Participant deferral / active EE | $3,396 | $2,838+19.7% | $5,628-39.7% | $4,347-21.9% |
| Admin fee / account holder | $275 | $1,743-84.2% | $15,916-98.3% | $1,944-85.8% |