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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,920 | $115,903-57.8% | $100,528-51.3% | $158,966-69.2% |
| Participation rate | 94.7% | 81.6%+13.1pp | 79.4%+15.3pp | 82.0%+12.8pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,928 | $4,105-28.7% | $3,419-14.4% | $4,762-38.5% |
| Participant deferral / active EE | $5,944 | $6,677-11.0% | $6,271-5.2% | $5,983-0.7% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |