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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,413 | $29,716-68.3% | $56,077-83.2% | $80,925-88.4% |
| Participation rate | 76.7% | 41.7%+35.0pp | 52.5%+24.2pp | 67.7%+9.1pp |
| Annual return | 12.87% | 35.30%-22.4pp | 1709.28%-1696.4pp | 35.65%-22.8pp |
| Employer contribution / active EE | $944 | $671+40.7% | $1,040-9.2% | $2,756-65.7% |
| Participant deferral / active EE | $1,686 | $1,228+37.3% | $1,954-13.7% | $4,299-60.8% |
| Admin fee / account holder | $186 | $2,432-92.3% | $2,825-93.4% | $6,940-97.3% |