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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,121 | $78,690-83.3% | $161,489-91.9% | $87,485-85.0% |
| Participation rate | 83.9% | 67.5%+16.4pp | 78.7%+5.2pp | 68.9%+14.9pp |
| Annual return | 17.16% | 32.74%-15.6pp | 89.72%-72.6pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,662 | $3,311-19.6% | $5,630-52.7% | $4,274-37.7% |
| Admin fee / account holder | $178 | $6,724-97.3% | $16,006-98.9% | $7,775-97.7% |