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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,339 | $73,518-61.5% | $63,005-55.0% | $147,585-80.8% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 13.64% | 175.46%-161.8pp | 87.59%-74.0pp | 578.58%-564.9pp |
| Employer contribution / active EE | $1,077 | $3,322-67.6% | $2,760-61.0% | $4,876-77.9% |
| Participant deferral / active EE | $798 | $4,183-80.9% | $3,329-76.0% | $5,439-85.3% |
| Admin fee / account holder | $20 | $5,952-99.7% | $3,599-99.5% | $10,886-99.8% |