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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,190 | $47,105-84.7% | $68,368-89.5% | $67,986-89.4% |
| Participation rate | 88.7% | 51.8%+36.9pp | 73.8%+14.9pp | 57.2%+31.4pp |
| Annual return | 18.60% | 48.37%-29.8pp | 292.57%-274.0pp | 31.67%-13.1pp |
| Employer contribution / active EE | $1,005 | $1,859-45.9% | $2,649-62.1% | $2,019-50.2% |
| Participant deferral / active EE | $1,535 | $2,374-35.3% | $4,123-62.8% | $3,358-54.3% |
| Admin fee / account holder | $233 | $2,435-90.4% | $5,150-95.5% | $3,203-92.7% |