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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,708 | $29,736-47.2% | $56,033-72.0% | $80,935-80.6% |
| Participation rate | 72.7% | 41.7%+31.0pp | 52.5%+20.2pp | 67.7%+5.1pp |
| Annual return | 11.14% | 35.28%-24.1pp | 1711.38%-1700.2pp | 35.66%-24.5pp |
| Employer contribution / active EE | $3,178 | $671+373.3% | $1,041+205.3% | $2,757+15.3% |
| Participant deferral / active EE | $2,335 | $1,228+90.1% | $1,954+19.5% | $4,299-45.7% |
| Admin fee / account holder | $218 | $2,434-91.0% | $2,827-92.3% | $6,924-96.8% |