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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,814 | $95,915-87.7% | $79,580-85.2% | $134,532-91.2% |
| Participation rate | 88.9% | 75.0%+13.8pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | 67.70% | -2.71%+70.4pp | 0.15%+67.5pp | 418.27%-350.6pp |
| Employer contribution / active EE | $1,461 | $3,129-53.3% | $2,413-39.4% | $4,741-69.2% |
| Participant deferral / active EE | $2,292 | $4,693-51.2% | $3,985-42.5% | $6,401-64.2% |
| Admin fee / account holder | $7 | $9,132-99.9% | $6,835-99.9% | $11,429-99.9% |