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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,555 | $58,311-68.2% | $81,882-77.3% | $80,959-77.1% |
| Participation rate | 76.3% | 63.5%+12.8pp | 72.4%+3.9pp | 67.7%+8.6pp |
| Annual return | 19.00% | 41.85%-22.8pp | 779.47%-760.5pp | 35.67%-16.7pp |
| Employer contribution / active EE | $440 | $2,347-81.3% | $2,916-84.9% | $2,757-84.0% |
| Participant deferral / active EE | $2,975 | $3,287-9.5% | $4,323-31.2% | $4,300-30.8% |
| Admin fee / account holder | $116 | $4,752-97.6% | $7,360-98.4% | $6,925-98.3% |