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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,748 | $43,730-59.4% | $121,208-85.4% | $64,181-72.3% |
| Participation rate | 92.2% | 58.3%+33.9pp | 71.8%+20.5pp | 69.6%+22.7pp |
| Annual return | -4.95% | 68.94%-73.9pp | 16.93%-21.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,914 | $1,297+47.6% | $4,023-52.4% | $2,381-19.6% |
| Participant deferral / active EE | $3,102 | $2,281+36.0% | $3,345-7.3% | $3,470-10.6% |
| Admin fee / account holder | $166 | $3,502-95.3% | $5,020-96.7% | $4,887-96.6% |