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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,500 | $34,316-75.2% | $74,723-88.6% | $72,976-88.4% |
| Participation rate | 70.4% | 42.4%+28.0pp | 54.5%+15.9pp | 69.5%+0.9pp |
| Annual return | 31.71% | 26.58%+5.1pp | 753.18%-721.5pp | 81.02%-49.3pp |
| Employer contribution / active EE | $1,142 | $692+65.1% | $1,084+5.4% | $2,440-53.2% |
| Participant deferral / active EE | $2,657 | $1,272+108.9% | $1,962+35.5% | $3,608-26.4% |
| Admin fee / account holder | $182 | $2,125-91.4% | $3,335-94.5% | $5,124-96.5% |