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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,169 | $75,832-64.2% | $147,617-81.6% | $59,633-54.4% |
| Participation rate | 77.8% | 71.6%+6.2pp | 84.6%-6.8pp | 68.7%+9.1pp |
| Annual return | 6.27% | 0.37%+5.9pp | 61.98%-55.7pp | 2041.45%-2035.2pp |
| Employer contribution / active EE | $1,442 | $3,485-58.6% | $5,564-74.1% | $2,203-34.5% |
| Participant deferral / active EE | $2,077 | $3,131-33.7% | $4,895-57.6% | $3,192-34.9% |
| Admin fee / account holder | $267 | $5,986-95.5% | $11,612-97.7% | $4,297-93.8% |