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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,708 | $29,670-47.1% | $56,054-72.0% | $80,911-80.6% |
| Participation rate | 72.7% | 41.7%+31.1pp | 52.5%+20.2pp | 67.6%+5.1pp |
| Annual return | 11.14% | 35.24%-24.1pp | 1705.95%-1694.8pp | 35.63%-24.5pp |
| Employer contribution / active EE | $3,178 | $670+374.5% | $1,039+205.9% | $2,756+15.3% |
| Participant deferral / active EE | $2,335 | $1,227+90.3% | $1,952+19.6% | $4,297-45.7% |
| Admin fee / account holder | $218 | $2,431-91.0% | $2,822-92.3% | $6,935-96.9% |