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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,581 | $58,258-83.6% | $81,820-88.3% | $80,925-88.2% |
| Participation rate | 85.7% | 63.5%+22.3pp | 72.4%+13.3pp | 67.7%+18.1pp |
| Annual return | 24.74% | 41.76%-17.0pp | 777.93%-753.2pp | 35.65%-10.9pp |
| Employer contribution / active EE | $820 | $2,345-65.0% | $2,915-71.9% | $2,756-70.3% |
| Participant deferral / active EE | $2,547 | $3,284-22.4% | $4,323-41.1% | $4,299-40.8% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |