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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,092 | $29,716-89.6% | $56,077-94.5% | $80,925-96.2% |
| Participation rate | 76.0% | 41.7%+34.3pp | 52.5%+23.5pp | 67.7%+8.3pp |
| Annual return | 15.40% | 35.30%-19.9pp | 1709.28%-1693.9pp | 35.65%-20.2pp |
| Employer contribution / active EE | $240 | $671-64.2% | $1,040-76.9% | $2,756-91.3% |
| Participant deferral / active EE | $683 | $1,228-44.4% | $1,954-65.1% | $4,299-84.1% |
| Admin fee / account holder | $168 | $2,432-93.1% | $2,825-94.0% | $6,940-97.6% |