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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,064 | $27,943-56.8% | $58,507-79.4% | $75,177-84.0% |
| Participation rate | 89.3% | 38.8%+50.4pp | 50.9%+38.4pp | 67.2%+22.1pp |
| Annual return | 18.43% | 44.22%-25.8pp | 4252.32%-4233.9pp | 160.75%-142.3pp |
| Employer contribution / active EE | $718 | $670+7.2% | $1,053-31.8% | $2,671-73.1% |
| Participant deferral / active EE | $1,732 | $1,202+44.1% | $1,922-9.9% | $4,126-58.0% |
| Admin fee / account holder | $162 | $1,727-90.6% | $2,486-93.5% | $5,651-97.1% |