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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,063 | $27,943-60.4% | $58,507-81.1% | $75,177-85.3% |
| Participation rate | 80.0% | 38.8%+41.2pp | 50.9%+29.1pp | 67.2%+12.8pp |
| Annual return | 23.00% | 44.22%-21.2pp | 4252.32%-4229.3pp | 160.75%-137.8pp |
| Employer contribution / active EE | $1,114 | $670+66.3% | $1,053+5.7% | $2,671-58.3% |
| Participant deferral / active EE | $1,807 | $1,202+50.3% | $1,922-6.0% | $4,126-56.2% |
| Admin fee / account holder | $1 | $1,727-99.9% | $2,486-99.9% | $5,651-100.0% |