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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,908 | $103,393-60.4% | $87,103-53.0% | $152,909-73.2% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.9%+12.0pp | 82.5%+6.4pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,028 | $3,221-37.0% | $2,521-19.6% | $4,764-57.4% |
| Participant deferral / active EE | $3,185 | $4,778-33.3% | $4,049-21.3% | $5,851-45.6% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |