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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,386 | $49,896-69.2% | $80,627-80.9% | $75,173-79.5% |
| Participation rate | 71.9% | 55.3%+16.5pp | 67.0%+4.9pp | 67.2%+4.7pp |
| Annual return | 14.45% | 34.67%-20.2pp | 936.76%-922.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $5,438 | $1,699+220.1% | $2,723+99.7% | $2,671+103.6% |
| Participant deferral / active EE | $2,934 | $2,992-1.9% | $4,443-34.0% | $4,126-28.9% |
| Admin fee / account holder | $210 | $3,578-94.1% | $5,381-96.1% | $5,651-96.3% |