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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,840 | $96,123-74.2% | $77,361-67.9% | $198,609-87.5% |
| Participation rate | 87.5% | 81.1%+6.4pp | 75.0%+12.5pp | 82.4%+5.1pp |
| Annual return | 12.90% | 2054.81%-2041.9pp | 1011.54%-998.6pp | 202.70%-189.8pp |
| Employer contribution / active EE | $2,080 | $3,791-45.1% | $2,990-30.4% | $5,055-58.9% |
| Participant deferral / active EE | $2,743 | $4,975-44.9% | $3,911-29.9% | $6,977-60.7% |
| Admin fee / account holder | $154 | $9,471-98.4% | $5,894-97.4% | $19,030-99.2% |