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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,222 | $29,319-58.3% | $52,425-76.7% | $82,448-85.2% |
| Participation rate | 88.9% | 46.9%+42.0pp | 55.6%+33.3pp | 68.1%+20.8pp |
| Annual return | 21.24% | 535.20%-514.0pp | 302.12%-280.9pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,413 | $586+140.9% | $914+54.6% | $2,551-44.6% |
| Participant deferral / active EE | $3,745 | $1,171+219.7% | $1,790+109.1% | $4,139-9.5% |
| Admin fee / account holder | $21 | $1,962-99.0% | $2,495-99.2% | $7,234-99.7% |