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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,447 | $85,169-77.2% | $172,755-88.7% | $72,983-73.4% |
| Participation rate | 97.7% | 70.1%+27.7pp | 82.6%+15.1pp | 69.5%+28.2pp |
| Annual return | 22.62% | 27.32%-4.7pp | 802.94%-780.3pp | 81.01%-58.4pp |
| Employer contribution / active EE | $1,259 | $3,324-62.1% | $5,144-75.5% | $2,440-48.4% |
| Participant deferral / active EE | $2,391 | $3,260-26.6% | $5,198-54.0% | $3,608-33.7% |
| Admin fee / account holder | $286 | $5,880-95.1% | $13,955-98.0% | $5,124-94.4% |