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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,383 | $61,755-75.1% | $97,161-84.2% | $80,911-81.0% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.7%+23.6pp | 67.6%+28.6pp |
| Annual return | 12.21% | -557.90%+570.1pp | 75.36%-63.2pp | 35.63%-23.4pp |
| Employer contribution / active EE | $1,751 | $1,835-4.6% | $2,723-35.7% | $2,756-36.4% |
| Participant deferral / active EE | $2,606 | $3,026-13.9% | $4,265-38.9% | $4,297-39.4% |
| Admin fee / account holder | $105 | $5,166-98.0% | $5,647-98.1% | $6,935-98.5% |