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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,782 | $47,479-81.5% | $62,929-86.0% | $82,448-89.3% |
| Participation rate | 86.2% | 66.9%+19.3pp | 73.1%+13.1pp | 68.1%+18.1pp |
| Annual return | 20.07% | 20.34%-0.3pp | 1063.93%-1043.9pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,115 | $1,885-40.9% | $2,505-55.5% | $2,551-56.3% |
| Participant deferral / active EE | $1,852 | $2,870-35.5% | $3,888-52.4% | $4,139-55.3% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |