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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,798 | $60,119-57.1% | $90,430-71.5% | $79,858-67.7% |
| Participation rate | 81.3% | 65.0%+16.3pp | 72.7%+8.6pp | 69.6%+11.6pp |
| Annual return | 18.66% | 71.94%-53.3pp | 1293.73%-1275.1pp | 31.72%-13.1pp |
| Employer contribution / active EE | $3,159 | $2,068+52.8% | $3,262-3.1% | $2,471+27.9% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $131 | $3,976-96.7% | $5,613-97.7% | $5,306-97.5% |