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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,431 | $47,479-67.5% | $62,929-75.5% | $82,448-81.3% |
| Participation rate | 98.5% | 66.9%+31.7pp | 73.1%+25.4pp | 68.1%+30.5pp |
| Annual return | 14.11% | 20.34%-6.2pp | 1063.93%-1049.8pp | 41.64%-27.5pp |
| Employer contribution / active EE | $681 | $1,885-63.9% | $2,505-72.8% | $2,551-73.3% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $225 | $3,804-94.1% | $5,065-95.5% | $7,234-96.9% |