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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,638 | $58,311-69.8% | $81,882-78.5% | $80,959-78.2% |
| Participation rate | 75.9% | 63.5%+12.4pp | 72.4%+3.5pp | 67.7%+8.3pp |
| Annual return | 13.21% | 41.85%-28.6pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,463 | $2,347-37.7% | $2,916-49.8% | $2,757-47.0% |
| Participant deferral / active EE | $1,868 | $3,287-43.2% | $4,323-56.8% | $4,300-56.6% |
| Admin fee / account holder | $215 | $4,752-95.5% | $7,360-97.1% | $6,925-96.9% |