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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,158 | $52,353-80.6% | $120,225-91.6% | $82,448-87.7% |
| Participation rate | 80.6% | 58.3%+22.3pp | 69.6%+11.1pp | 68.1%+12.6pp |
| Annual return | 19.08% | 61.85%-42.8pp | 439.23%-420.1pp | 41.64%-22.6pp |
| Employer contribution / active EE | $640 | $1,510-57.6% | $3,475-81.6% | $2,551-74.9% |
| Participant deferral / active EE | $2,159 | $2,627-17.8% | $3,999-46.0% | $4,139-47.8% |
| Admin fee / account holder | $37 | $4,363-99.1% | $5,696-99.3% | $7,234-99.5% |