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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,774 | $40,275-58.4% | $57,356-70.8% | $59,633-71.9% |
| Participation rate | 89.1% | 69.1%+20.0pp | 75.1%+14.0pp | 68.7%+20.5pp |
| Annual return | 8.56% | 27.52%-19.0pp | 24.41%-15.8pp | 2041.45%-2032.9pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,197 | $2,400-8.4% | $3,162-30.5% | $3,192-31.2% |
| Admin fee / account holder | $109 | $2,820-96.1% | $3,357-96.8% | $4,297-97.5% |