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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,832 | $29,736-66.9% | $56,033-82.5% | $80,935-87.9% |
| Participation rate | 89.6% | 41.7%+47.9pp | 52.5%+37.1pp | 67.7%+21.9pp |
| Annual return | 18.23% | 35.28%-17.0pp | 1711.38%-1693.1pp | 35.66%-17.4pp |
| Employer contribution / active EE | $2,127 | $671+216.8% | $1,041+104.4% | $2,757-22.8% |
| Participant deferral / active EE | $3,405 | $1,228+177.2% | $1,954+74.2% | $4,299-20.8% |
| Admin fee / account holder | $292 | $2,434-88.0% | $2,827-89.7% | $6,924-95.8% |