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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,592 | $27,943-37.0% | $58,507-69.9% | $75,177-76.6% |
| Participation rate | 82.1% | 38.8%+43.3pp | 50.9%+31.3pp | 67.2%+14.9pp |
| Annual return | 19.93% | 44.22%-24.3pp | 4252.32%-4232.4pp | 160.75%-140.8pp |
| Employer contribution / active EE | $1,354 | $670+102.2% | $1,053+28.5% | $2,671-49.3% |
| Participant deferral / active EE | $3,178 | $1,202+164.4% | $1,922+65.3% | $4,126-23.0% |
| Admin fee / account holder | $239 | $1,727-86.2% | $2,486-90.4% | $5,651-95.8% |