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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,257 | $55,423-49.0% | $155,602-81.8% | $74,400-62.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.33% | 269.07%-257.7pp | 64.81%-53.5pp | 1367.51%-1356.2pp |
| Employer contribution / active EE | $2,909 | $2,266+28.4% | $4,675-37.8% | $2,624+10.8% |
| Participant deferral / active EE | $3,396 | $2,835+19.8% | $5,629-39.7% | $4,348-21.9% |
| Admin fee / account holder | $275 | $1,744-84.2% | $15,923-98.3% | $1,944-85.8% |