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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,555 | $58,258-68.2% | $81,820-77.3% | $80,925-77.1% |
| Participation rate | 76.3% | 63.5%+12.9pp | 72.4%+3.9pp | 67.7%+8.7pp |
| Annual return | 19.00% | 41.76%-22.8pp | 777.93%-758.9pp | 35.65%-16.6pp |
| Employer contribution / active EE | $440 | $2,345-81.2% | $2,915-84.9% | $2,756-84.0% |
| Participant deferral / active EE | $2,975 | $3,284-9.4% | $4,323-31.2% | $4,299-30.8% |
| Admin fee / account holder | $116 | $4,976-97.7% | $7,391-98.4% | $6,940-98.3% |