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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,282 | $91,198-72.3% | $178,503-85.8% | $79,856-68.3% |
| Participation rate | 98.7% | 69.2%+29.5pp | 81.9%+16.8pp | 69.6%+29.1pp |
| Annual return | 14.73% | 24.20%-9.5pp | 151.12%-136.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,763 | $3,257-45.8% | $5,011-64.8% | $2,471-28.6% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $284 | $6,748-95.8% | $13,987-98.0% | $5,306-94.6% |