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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,828 | $84,518-80.1% | $67,704-75.1% | $125,389-86.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.47% | 2.57%-4.0pp | 25.41%-26.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $739 | $3,292-77.6% | $2,559-71.1% | $4,866-84.8% |
| Participant deferral / active EE | $1,054 | $4,430-76.2% | $3,585-70.6% | $5,352-80.3% |
| Admin fee / account holder | $216 | $5,340-96.0% | $4,255-94.9% | $9,541-97.7% |