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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,733 | $82,314-68.7% | $68,808-62.6% | $134,532-80.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | 15.94% | -2.18%+18.1pp | -6.37%+22.3pp | 418.27%-402.3pp |
| Employer contribution / active EE | $983 | $3,301-70.2% | $2,656-63.0% | $4,741-79.3% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $266 | $6,484-95.9% | $4,936-94.6% | $11,429-97.7% |