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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,188 | $77,920-77.9% | $149,723-88.5% | $75,177-77.1% |
| Participation rate | 98.4% | 65.6%+32.8pp | 78.8%+19.6pp | 67.2%+31.2pp |
| Annual return | 18.25% | 31.72%-13.5pp | 134.50%-116.2pp | 160.75%-142.5pp |
| Employer contribution / active EE | $1,291 | $3,138-58.9% | $4,821-73.2% | $2,671-51.7% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $288 | $5,951-95.2% | $13,215-97.8% | $5,651-94.9% |