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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,533 | $27,943-15.8% | $58,507-59.8% | $75,177-68.7% |
| Participation rate | 74.5% | 38.8%+35.7pp | 50.9%+23.6pp | 67.2%+7.3pp |
| Annual return | 19.89% | 44.22%-24.3pp | 4252.32%-4232.4pp | 160.75%-140.9pp |
| Employer contribution / active EE | $207 | $670-69.0% | $1,053-80.3% | $2,671-92.2% |
| Participant deferral / active EE | $1,214 | $1,202+1.0% | $1,922-36.9% | $4,126-70.6% |
| Admin fee / account holder | $271 | $1,727-84.3% | $2,486-89.1% | $5,651-95.2% |