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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,379 | $29,670-81.9% | $56,054-90.4% | $80,911-93.4% |
| Participation rate | 78.1% | 41.7%+36.5pp | 52.5%+25.6pp | 67.6%+10.5pp |
| Annual return | 15.40% | 35.24%-19.8pp | 1705.95%-1690.5pp | 35.63%-20.2pp |
| Employer contribution / active EE | $786 | $670+17.4% | $1,039-24.3% | $2,756-71.5% |
| Participant deferral / active EE | $2,441 | $1,227+99.0% | $1,952+25.1% | $4,297-43.2% |
| Admin fee / account holder | $80 | $2,431-96.7% | $2,822-97.2% | $6,935-98.8% |