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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,960 | $49,177-73.6% | $79,476-83.7% | $64,181-79.8% |
| Participation rate | 84.1% | 65.0%+19.1pp | 73.3%+10.7pp | 69.6%+14.5pp |
| Annual return | 0.54% | -1.16%+1.7pp | 718.21%-717.7pp | 7.63%-7.1pp |
| Employer contribution / active EE | $2,651 | $2,076+27.7% | $2,800-5.3% | $2,381+11.3% |
| Participant deferral / active EE | $5,240 | $2,821+85.7% | $3,704+41.5% | $3,470+51.0% |
| Admin fee / account holder | $25 | $3,839-99.3% | $5,113-99.5% | $4,887-99.5% |