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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,714 | $29,716-53.8% | $56,077-75.5% | $80,925-83.1% |
| Participation rate | 76.0% | 41.7%+34.3pp | 52.5%+23.5pp | 67.7%+8.3pp |
| Annual return | 15.96% | 35.30%-19.3pp | 1709.28%-1693.3pp | 35.65%-19.7pp |
| Employer contribution / active EE | $3,232 | $671+381.6% | $1,040+210.6% | $2,756+17.2% |
| Participant deferral / active EE | $1,326 | $1,228+8.0% | $1,954-32.1% | $4,299-69.1% |
| Admin fee / account holder | $287 | $2,432-88.2% | $2,825-89.8% | $6,940-95.9% |