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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,125 | $227,566-87.6% | $189,558-85.2% | $167,518-83.2% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.5%+12.5pp | 82.1%+8.8pp |
| Annual return | 16.75% | 78.43%-61.7pp | 64.19%-47.4pp | 478.71%-462.0pp |
| Employer contribution / active EE | $2,474 | $5,316-53.5% | $4,412-43.9% | $4,838-48.9% |
| Participant deferral / active EE | $3,672 | $7,002-47.6% | $6,174-40.5% | $6,342-42.1% |
| Admin fee / account holder | $0 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |