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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,138 | $27,639-70.6% | $61,501-86.8% | $68,490-88.1% |
| Participation rate | 95.5% | 39.5%+55.9pp | 52.6%+42.9pp | 67.9%+27.6pp |
| Annual return | 3.27% | -13.19%+16.5pp | 339.04%-335.8pp | -7.85%+11.1pp |
| Employer contribution / active EE | $1,014 | $696+45.7% | $1,160-12.6% | $2,597-60.9% |
| Participant deferral / active EE | $2,428 | $1,264+92.2% | $2,125+14.3% | $4,028-39.7% |
| Admin fee / account holder | $90 | $2,012-95.5% | $2,132-95.8% | $5,403-98.3% |