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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,642 | $55,457-53.8% | $77,361-66.9% | $94,015-72.7% |
| Participation rate | 95.5% | 69.8%+25.6pp | 75.0%+20.5pp | 70.8%+24.6pp |
| Annual return | 12.84% | 15.57%-2.7pp | 1011.54%-998.7pp | 17.84%-5.0pp |
| Employer contribution / active EE | $734 | $2,255-67.4% | $2,990-75.4% | $2,790-73.7% |
| Participant deferral / active EE | $1,500 | $3,069-51.1% | $3,911-61.6% | $4,249-64.7% |
| Admin fee / account holder | $175 | $4,334-96.0% | $5,894-97.0% | $8,951-98.0% |