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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,711 | $48,284-65.4% | $67,524-75.3% | $80,911-79.3% |
| Participation rate | 86.2% | 66.4%+19.8pp | 72.9%+13.3pp | 67.6%+18.6pp |
| Annual return | 31.62% | 18.27%+13.3pp | 3519.41%-3487.8pp | 35.63%-4.0pp |
| Employer contribution / active EE | $836 | $2,021-58.7% | $2,734-69.4% | $2,756-69.7% |
| Participant deferral / active EE | $2,483 | $2,927-15.1% | $4,001-37.9% | $4,297-42.2% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |