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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,614 | $51,638-71.7% | $68,368-78.6% | $82,448-82.3% |
| Participation rate | 96.2% | 63.6%+32.5pp | 73.8%+22.4pp | 68.1%+28.1pp |
| Annual return | 23.04% | 37.53%-14.5pp | 292.57%-269.5pp | 41.64%-18.6pp |
| Employer contribution / active EE | $931 | $2,047-54.5% | $2,649-64.9% | $2,551-63.5% |
| Participant deferral / active EE | $2,911 | $2,914-0.1% | $4,123-29.4% | $4,139-29.7% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |