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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,721 | $91,198-80.6% | $178,503-90.1% | $79,856-77.8% |
| Participation rate | 78.7% | 69.2%+9.5pp | 81.9%-3.2pp | 69.6%+9.1pp |
| Annual return | 16.21% | 24.20%-8.0pp | 151.12%-134.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,200 | $3,237-32.0% | $5,202-57.7% | $3,741-41.2% |
| Admin fee / account holder | $43 | $6,748-99.4% | $13,987-99.7% | $5,306-99.2% |