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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,084 | $85,766-71.9% | $136,298-82.3% | $70,126-65.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 16.90% | 31.46%-14.6pp | 5156.27%-5139.4pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,463 | $2,966-50.7% | $4,696-68.8% | $2,343-37.6% |
| Participant deferral / active EE | $3,173 | $5,051-37.2% | $6,247-49.2% | $3,332-4.8% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |