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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,091 | $55,437-74.6% | $155,534-90.9% | $74,459-81.1% |
| Participation rate | 76.2% | 61.9%+14.3pp | 78.2%-2.0pp | 67.2%+9.0pp |
| Annual return | 13.31% | 269.58%-256.3pp | 64.92%-51.6pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $1,284 | $2,266-43.3% | $4,675-72.5% | $2,626-51.1% |
| Participant deferral / active EE | $896 | $2,837-68.4% | $5,630-84.1% | $4,350-79.4% |
| Admin fee / account holder | $56 | $1,742-96.8% | $15,900-99.6% | $1,945-97.1% |