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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,311 | $49,891-83.3% | $80,607-89.7% | $75,181-88.9% |
| Participation rate | 97.5% | 55.3%+42.2pp | 67.0%+30.5pp | 67.2%+30.3pp |
| Annual return | 23.24% | 34.67%-11.4pp | 936.11%-912.9pp | 160.69%-137.4pp |
| Employer contribution / active EE | $1,645 | $1,698-3.2% | $2,724-39.6% | $2,671-38.4% |
| Participant deferral / active EE | $3,090 | $2,991+3.3% | $4,448-30.5% | $4,126-25.1% |
| Admin fee / account holder | $160 | $3,578-95.5% | $5,379-97.0% | $5,650-97.2% |