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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,829 | $56,431-75.5% | $130,788-89.4% | $87,485-84.2% |
| Participation rate | 70.6% | 58.9%+11.6pp | 70.1%+0.5pp | 68.9%+1.7pp |
| Annual return | 19.99% | 91.27%-71.3pp | 386.44%-366.5pp | 26.06%-6.1pp |
| Employer contribution / active EE | $819 | $1,549-47.1% | $3,558-77.0% | $2,596-68.4% |
| Participant deferral / active EE | $1,232 | $2,749-55.2% | $4,137-70.2% | $4,274-71.2% |
| Admin fee / account holder | $187 | $4,433-95.8% | $6,673-97.2% | $7,775-97.6% |