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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,959 | $32,037-50.2% | $69,182-76.9% | $62,881-74.6% |
| Participation rate | 92.3% | 43.4%+48.9pp | 55.1%+37.2pp | 69.3%+23.0pp |
| Annual return | 7.98% | 15.16%-7.2pp | -21.93%+29.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $500 | $679-26.5% | $1,206-58.6% | $2,281-78.1% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10 | $2,608-99.6% | $2,697-99.6% | $4,296-99.8% |