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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,832 | $29,670-66.9% | $56,054-82.5% | $80,911-87.8% |
| Participation rate | 89.6% | 41.7%+47.9pp | 52.5%+37.1pp | 67.6%+21.9pp |
| Annual return | 18.23% | 35.24%-17.0pp | 1705.95%-1687.7pp | 35.63%-17.4pp |
| Employer contribution / active EE | $2,127 | $670+217.6% | $1,039+104.7% | $2,756-22.8% |
| Participant deferral / active EE | $3,405 | $1,227+177.5% | $1,952+74.4% | $4,297-20.8% |
| Admin fee / account holder | $292 | $2,431-88.0% | $2,822-89.6% | $6,935-95.8% |