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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,905 | $47,479-70.7% | $62,929-77.9% | $82,448-83.1% |
| Participation rate | 80.0% | 66.9%+13.1pp | 73.1%+6.9pp | 68.1%+11.9pp |
| Annual return | 20.53% | 20.34%+0.2pp | 1063.93%-1043.4pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,448 | $1,885-23.2% | $2,505-42.2% | $2,551-43.3% |
| Participant deferral / active EE | $1,242 | $2,870-56.7% | $3,888-68.1% | $4,139-70.0% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |