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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,150 | $47,479-80.7% | $62,929-85.5% | $82,448-88.9% |
| Participation rate | 92.5% | 66.9%+25.6pp | 73.1%+19.4pp | 68.1%+24.4pp |
| Annual return | 26.14% | 20.34%+5.8pp | 1063.93%-1037.8pp | 41.64%-15.5pp |
| Employer contribution / active EE | $2,000 | $1,885+6.1% | $2,505-20.1% | $2,551-21.6% |
| Participant deferral / active EE | $3,420 | $2,870+19.1% | $3,888-12.1% | $4,139-17.4% |
| Admin fee / account holder | $24 | $3,804-99.4% | $5,065-99.5% | $7,234-99.7% |