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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,478 | $85,094-71.2% | $76,327-67.9% | $145,877-83.2% |
| Participation rate | 94.7% | 82.9%+11.9pp | 79.2%+15.5pp | 80.3%+14.4pp |
| Annual return | 65.38% | 13.13%+52.2pp | 13.79%+51.6pp | 551.28%-485.9pp |
| Employer contribution / active EE | $1,872 | $5,261-64.4% | $4,584-59.2% | $4,663-59.8% |
| Participant deferral / active EE | $3,848 | $6,390-39.8% | $5,478-29.8% | $6,691-42.5% |
| Admin fee / account holder | $69 | $5,773-98.8% | $5,139-98.7% | $13,402-99.5% |