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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,092 | $29,733-89.6% | $56,025-94.5% | $80,959-96.2% |
| Participation rate | 76.0% | 41.7%+34.3pp | 52.5%+23.5pp | 67.7%+8.3pp |
| Annual return | 15.40% | 35.28%-19.9pp | 1712.69%-1697.3pp | 35.67%-20.3pp |
| Employer contribution / active EE | $240 | $672-64.2% | $1,042-76.9% | $2,757-91.3% |
| Participant deferral / active EE | $683 | $1,229-44.5% | $1,955-65.1% | $4,300-84.1% |
| Admin fee / account holder | $168 | $2,434-93.1% | $2,828-94.0% | $6,925-97.6% |