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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,125 | $46,732-44.1% | $156,551-83.3% | $55,167-52.6% |
| Participation rate | 91.5% | 65.8%+25.7pp | 84.0%+7.5pp | 69.0%+22.5pp |
| Annual return | 9.16% | 17.72%-8.6pp | 32.23%-23.1pp | 169.23%-160.1pp |
| Employer contribution / active EE | $4,238 | $2,105+101.3% | $5,501-23.0% | $1,963+115.9% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $2 | $418-99.5% | $13,028-100.0% | $504-99.6% |