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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,506 | $60,139-74.2% | $90,461-82.9% | $79,856-80.6% |
| Participation rate | 92.9% | 65.0%+27.9pp | 72.7%+20.2pp | 69.6%+23.2pp |
| Annual return | 13.28% | 71.96%-58.7pp | 1294.76%-1281.5pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,962 | $2,069+43.2% | $3,264-9.3% | $2,471+19.8% |
| Participant deferral / active EE | $2,662 | $2,939-9.4% | $3,964-32.9% | $3,741-28.8% |
| Admin fee / account holder | $153 | $3,978-96.2% | $5,617-97.3% | $5,306-97.1% |