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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,816 | $55,457-48.0% | $77,361-62.8% | $94,015-69.3% |
| Participation rate | 96.8% | 69.8%+27.0pp | 75.0%+21.8pp | 70.8%+26.0pp |
| Annual return | 11.63% | 15.57%-3.9pp | 1011.54%-999.9pp | 17.84%-6.2pp |
| Employer contribution / active EE | $2,100 | $2,255-6.8% | $2,990-29.8% | $2,790-24.7% |
| Participant deferral / active EE | $2,160 | $3,069-29.6% | $3,911-44.8% | $4,249-49.2% |
| Admin fee / account holder | $0 | $4,334-100.0% | $5,894-100.0% | $8,951-100.0% |