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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,447 | $81,276-83.5% | $155,574-91.4% | $80,925-83.4% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.7%+22.3pp |
| Annual return | 13.07% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.6pp |
| Employer contribution / active EE | $11,434 | $3,103+268.5% | $4,676+144.5% | $2,756+314.8% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $131 | $7,993-98.4% | $15,914-99.2% | $6,940-98.1% |