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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,070 | $29,319-89.5% | $52,425-94.1% | $82,448-96.3% |
| Participation rate | 74.2% | 46.9%+27.3pp | 55.6%+18.6pp | 68.1%+6.1pp |
| Annual return | 23.80% | 535.20%-511.4pp | 302.12%-278.3pp | 41.64%-17.8pp |
| Employer contribution / active EE | $374 | $586-36.3% | $914-59.1% | $2,551-85.4% |
| Participant deferral / active EE | $916 | $1,171-21.8% | $1,790-48.9% | $4,139-77.9% |
| Admin fee / account holder | $15 | $1,962-99.2% | $2,495-99.4% | $7,234-99.8% |