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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,615 | $29,716-87.8% | $56,077-93.6% | $80,925-95.5% |
| Participation rate | 74.1% | 41.7%+32.4pp | 52.5%+21.6pp | 67.7%+6.4pp |
| Annual return | 14.21% | 35.30%-21.1pp | 1709.28%-1695.1pp | 35.65%-21.4pp |
| Employer contribution / active EE | $768 | $671+14.5% | $1,040-26.2% | $2,756-72.1% |
| Participant deferral / active EE | $1,125 | $1,228-8.4% | $1,954-42.4% | $4,299-73.8% |
| Admin fee / account holder | $64 | $2,432-97.4% | $2,825-97.7% | $6,940-99.1% |