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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,660 | $29,736-67.5% | $56,033-82.8% | $80,935-88.1% |
| Participation rate | 84.0% | 41.7%+42.3pp | 52.5%+31.5pp | 67.7%+16.3pp |
| Annual return | 15.35% | 35.28%-19.9pp | 1711.38%-1696.0pp | 35.66%-20.3pp |
| Employer contribution / active EE | $968 | $671+44.1% | $1,041-7.0% | $2,757-64.9% |
| Participant deferral / active EE | $2,480 | $1,228+101.9% | $1,954+26.9% | $4,299-42.3% |
| Admin fee / account holder | $24 | $2,434-99.0% | $2,827-99.2% | $6,924-99.7% |