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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,117 | $29,716-52.5% | $56,077-74.8% | $80,925-82.6% |
| Participation rate | 90.3% | 41.7%+48.6pp | 52.5%+37.8pp | 67.7%+22.7pp |
| Annual return | 13.07% | 35.30%-22.2pp | 1709.28%-1696.2pp | 35.65%-22.6pp |
| Employer contribution / active EE | $5,283 | $671+687.3% | $1,040+407.8% | $2,756+91.7% |
| Participant deferral / active EE | $1,106 | $1,228-10.0% | $1,954-43.4% | $4,299-74.3% |
| Admin fee / account holder | $40 | $2,432-98.4% | $2,825-98.6% | $6,940-99.4% |