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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,201 | $45,043-48.5% | $85,063-72.7% | $74,400-68.8% |
| Participation rate | 94.9% | 49.4%+45.5pp | 67.5%+27.4pp | 67.2%+27.7pp |
| Annual return | 14.85% | 26.26%-11.4pp | 66.54%-51.7pp | 1367.51%-1352.7pp |
| Employer contribution / active EE | $1,477 | $1,458+1.3% | $2,727-45.8% | $2,624-43.7% |
| Participant deferral / active EE | $2,638 | $2,733-3.5% | $4,523-41.7% | $4,348-39.3% |
| Admin fee / account holder | $18 | $2,210-99.2% | $6,155-99.7% | $1,944-99.1% |