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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,548 | $52,279-68.3% | $89,414-81.5% | $79,852-79.3% |
| Participation rate | 85.7% | 57.5%+28.2pp | 68.0%+17.7pp | 69.6%+16.1pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.50%-245.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,915 | $1,572+21.8% | $2,586-26.0% | $2,471-22.5% |
| Participant deferral / active EE | $4,018 | $2,740+46.6% | $3,890+3.3% | $3,740+7.4% |
| Admin fee / account holder | $196 | $3,356-94.2% | $4,883-96.0% | $5,306-96.3% |