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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,155 | $53,837-53.3% | $75,714-66.8% | $85,847-70.7% |
| Participation rate | 98.0% | 69.1%+28.9pp | 74.8%+23.1pp | 69.3%+28.6pp |
| Annual return | 28.81% | 24.54%+4.3pp | 104.62%-75.8pp | 318.61%-289.8pp |
| Employer contribution / active EE | $496 | $2,017-75.4% | $2,744-81.9% | $2,565-80.7% |
| Participant deferral / active EE | $2,132 | $2,895-26.4% | $3,820-44.2% | $3,952-46.1% |
| Admin fee / account holder | $251 | $3,339-92.5% | $3,619-93.1% | $6,261-96.0% |