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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,088 | $102,429-47.2% | $147,096-63.2% | $80,925-33.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.22% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $1,425 | $3,716-61.7% | $4,936-71.1% | $2,756-48.3% |
| Participant deferral / active EE | $2,739 | $6,649-58.8% | $8,071-66.1% | $4,299-36.3% |
| Admin fee / account holder | $229 | $7,957-97.1% | $13,005-98.2% | $6,940-96.7% |