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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,380 | $53,128-67.3% | $86,582-79.9% | $70,126-75.2% |
| Participation rate | 96.7% | 65.3%+31.4pp | 73.5%+23.1pp | 69.5%+27.1pp |
| Annual return | 13.38% | 27.66%-14.3pp | 965.08%-951.7pp | 73.15%-59.8pp |
| Employer contribution / active EE | $2,448 | $2,068+18.4% | $2,839-13.8% | $2,343+4.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $259 | $3,584-92.8% | $4,904-94.7% | $4,645-94.4% |