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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,824 | $69,248-80.0% | $64,101-78.4% | $139,466-90.1% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 10.50% | 45.95%-35.5pp | 33.72%-23.2pp | 373.66%-363.2pp |
| Employer contribution / active EE | $530 | $3,185-83.3% | $2,749-80.7% | $4,754-88.8% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $49 | $4,247-98.8% | $3,070-98.4% | $11,409-99.6% |