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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,279 | $27,924-73.9% | $58,544-87.6% | $75,181-90.3% |
| Participation rate | 89.1% | 38.8%+50.3pp | 50.9%+38.3pp | 67.2%+21.9pp |
| Annual return | 19.49% | 44.20%-24.7pp | 4249.56%-4230.1pp | 160.69%-141.2pp |
| Employer contribution / active EE | $595 | $669-11.1% | $1,053-43.5% | $2,671-77.7% |
| Participant deferral / active EE | $787 | $1,202-34.5% | $1,923-59.1% | $4,126-80.9% |
| Admin fee / account holder | $192 | $1,726-88.9% | $2,520-92.4% | $5,650-96.6% |