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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,565 | $47,479-79.9% | $62,929-84.8% | $82,448-88.4% |
| Participation rate | 84.6% | 66.9%+17.7pp | 73.1%+11.5pp | 68.1%+16.5pp |
| Annual return | 12.69% | 20.34%-7.7pp | 1063.93%-1051.2pp | 41.64%-28.9pp |
| Employer contribution / active EE | $663 | $1,885-64.8% | $2,505-73.5% | $2,551-74.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |