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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,581 | $58,311-83.6% | $81,882-88.3% | $80,959-88.2% |
| Participation rate | 85.7% | 63.5%+22.2pp | 72.4%+13.3pp | 67.7%+18.0pp |
| Annual return | 24.74% | 41.85%-17.1pp | 779.47%-754.7pp | 35.67%-10.9pp |
| Employer contribution / active EE | $820 | $2,347-65.1% | $2,916-71.9% | $2,757-70.3% |
| Participant deferral / active EE | $2,547 | $3,287-22.5% | $4,323-41.1% | $4,300-40.8% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |