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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,425 | $34,316-78.4% | $74,722-90.1% | $72,975-89.8% |
| Participation rate | 73.3% | 42.4%+30.9pp | 54.5%+18.9pp | 69.5%+3.8pp |
| Annual return | 28.01% | 26.58%+1.4pp | 753.11%-725.1pp | 81.01%-53.0pp |
| Employer contribution / active EE | $247 | $692-64.4% | $1,084-77.3% | $2,440-89.9% |
| Participant deferral / active EE | $1,513 | $1,272+19.0% | $1,963-22.9% | $3,608-58.0% |
| Admin fee / account holder | $12 | $2,125-99.4% | $3,335-99.6% | $5,124-99.8% |