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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,147 | $108,212-59.2% | $77,513-43.0% | $158,966-72.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.12% | 31.67%-18.5pp | 54.81%-41.7pp | 302.95%-289.8pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,450 | $2,455+162.7% | $1,861+246.6% | $5,983+7.8% |
| Admin fee / account holder | $232 | $3,709-93.8% | $2,859-91.9% | $11,250-97.9% |