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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,816 | $51,184-43.7% | $66,439-56.6% | $86,983-66.9% |
| Participation rate | 96.8% | 68.5%+28.3pp | 74.5%+22.3pp | 69.5%+27.3pp |
| Annual return | 11.63% | 17.07%-5.4pp | 757.66%-746.0pp | 25.83%-14.2pp |
| Employer contribution / active EE | $2,100 | $2,023+3.8% | $2,637-20.3% | $2,584-18.7% |
| Participant deferral / active EE | $2,160 | $2,927-26.2% | $3,876-44.3% | $4,194-48.5% |
| Admin fee / account holder | $0 | $4,154-100.0% | $6,173-100.0% | $7,856-100.0% |