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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,642 | $50,554-49.3% | $67,681-62.1% | $87,485-70.7% |
| Participation rate | 95.5% | 67.7%+27.7pp | 73.7%+21.7pp | 68.9%+26.5pp |
| Annual return | 12.84% | 17.81%-5.0pp | 590.58%-577.7pp | 26.06%-13.2pp |
| Employer contribution / active EE | $734 | $1,988-63.1% | $2,678-72.6% | $2,596-71.7% |
| Participant deferral / active EE | $1,500 | $2,961-49.3% | $3,976-62.3% | $4,274-64.9% |
| Admin fee / account holder | $175 | $4,132-95.8% | $6,100-97.1% | $7,775-97.7% |