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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,701 | $45,152-65.2% | $73,835-78.7% | $59,633-73.7% |
| Participation rate | 95.7% | 64.0%+31.7pp | 73.4%+22.3pp | 68.7%+27.0pp |
| Annual return | -1.52% | 27.40%-28.9pp | 2268.13%-2269.6pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $2,065 | $1,901+8.6% | $2,788-25.9% | $2,203-6.2% |
| Participant deferral / active EE | $932 | $2,573-63.8% | $3,583-74.0% | $3,192-70.8% |
| Admin fee / account holder | $276 | $3,515-92.2% | $4,880-94.3% | $4,297-93.6% |