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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,714 | $29,667-53.8% | $56,441-75.7% | $80,874-83.0% |
| Participation rate | 76.0% | 41.7%+34.3pp | 52.5%+23.5pp | 67.6%+8.4pp |
| Annual return | 15.96% | 35.22%-19.3pp | 1704.21%-1688.3pp | 35.62%-19.7pp |
| Employer contribution / active EE | $3,232 | $669+382.8% | $1,039+211.0% | $2,756+17.3% |
| Participant deferral / active EE | $1,326 | $1,227+8.1% | $1,953-32.1% | $4,297-69.1% |
| Admin fee / account holder | $287 | $2,429-88.2% | $2,829-89.8% | $6,935-95.9% |