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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,327 | $60,119-74.5% | $90,430-83.1% | $79,858-80.8% |
| Participation rate | 98.2% | 65.0%+33.2pp | 72.7%+25.5pp | 69.6%+28.6pp |
| Annual return | 27.40% | 71.94%-44.5pp | 1293.73%-1266.3pp | 31.72%-4.3pp |
| Employer contribution / active EE | $1,724 | $2,068-16.6% | $3,262-47.2% | $2,471-30.2% |
| Participant deferral / active EE | $1,316 | $2,938-55.2% | $3,963-66.8% | $3,740-64.8% |
| Admin fee / account holder | $252 | $3,976-93.7% | $5,613-95.5% | $5,306-95.3% |