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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,816 | $47,479-39.3% | $62,929-54.2% | $82,448-65.0% |
| Participation rate | 96.8% | 66.9%+29.9pp | 73.1%+23.7pp | 68.1%+28.7pp |
| Annual return | 11.63% | 20.34%-8.7pp | 1063.93%-1052.3pp | 41.64%-30.0pp |
| Employer contribution / active EE | $2,100 | $1,885+11.4% | $2,505-16.1% | $2,551-17.7% |
| Participant deferral / active EE | $2,160 | $2,870-24.7% | $3,888-44.4% | $4,139-47.8% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |