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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,247 | $37,446-40.6% | $77,552-71.3% | $79,856-72.1% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 13.01% | 39.76%-26.7pp | 54.82%-41.8pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,242 | $637+251.9% | $987+127.3% | $2,471-9.3% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,741-100.0% |
| Admin fee / account holder | $162 | $2,506-93.5% | $2,859-94.3% | $5,306-96.9% |