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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,865 | $77,920-86.1% | $149,723-92.7% | $75,177-85.5% |
| Participation rate | 86.4% | 65.6%+20.8pp | 78.8%+7.6pp | 67.2%+19.2pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.50%-134.5pp | 160.75%-160.8pp |
| Employer contribution / active EE | $589 | $3,138-81.2% | $4,821-87.8% | $2,671-78.0% |
| Participant deferral / active EE | $2,789 | $3,411-18.3% | $5,682-50.9% | $4,126-32.4% |
| Admin fee / account holder | $9 | $5,951-99.8% | $13,215-99.9% | $5,651-99.8% |