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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,581 | $58,241-83.6% | $81,780-88.3% | $80,911-88.2% |
| Participation rate | 85.7% | 63.4%+22.3pp | 72.4%+13.4pp | 67.6%+18.1pp |
| Annual return | 24.74% | 41.73%-17.0pp | 776.27%-751.5pp | 35.63%-10.9pp |
| Employer contribution / active EE | $820 | $2,343-65.0% | $2,914-71.9% | $2,756-70.2% |
| Participant deferral / active EE | $2,547 | $3,283-22.4% | $4,321-41.1% | $4,297-40.7% |
| Admin fee / account holder | $0 | $4,973-100.0% | $7,384-100.0% | $6,935-100.0% |