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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,711 | $48,314-65.4% | $67,561-75.3% | $80,925-79.4% |
| Participation rate | 86.2% | 66.4%+19.8pp | 72.9%+13.3pp | 67.7%+18.5pp |
| Annual return | 31.62% | 18.28%+13.3pp | 3525.44%-3493.8pp | 35.65%-4.0pp |
| Employer contribution / active EE | $836 | $2,022-58.7% | $2,735-69.4% | $2,756-69.7% |
| Participant deferral / active EE | $2,483 | $2,927-15.1% | $4,003-38.0% | $4,299-42.2% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |