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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,014 | $51,642-74.8% | $129,384-89.9% | $80,935-83.9% |
| Participation rate | 81.5% | 56.9%+24.6pp | 69.6%+11.8pp | 67.7%+13.8pp |
| Annual return | 17.22% | 20.78%-3.6pp | 9461.77%-9444.6pp | 35.66%-18.4pp |
| Employer contribution / active EE | $1,242 | $1,583-21.6% | $4,153-70.1% | $2,757-55.0% |
| Participant deferral / active EE | $4,236 | $2,670+58.7% | $4,166+1.7% | $4,299-1.5% |
| Admin fee / account holder | $31 | $4,312-99.3% | $7,686-99.6% | $6,924-99.6% |