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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,435 | $91,198-78.7% | $178,503-89.1% | $79,856-75.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.18% | 24.20%-10.0pp | 151.12%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $747 | $3,257-77.0% | $5,011-85.1% | $2,471-69.8% |
| Participant deferral / active EE | $1,552 | $3,237-52.0% | $5,202-70.2% | $3,741-58.5% |
| Admin fee / account holder | $216 | $6,748-96.8% | $13,987-98.5% | $5,306-95.9% |