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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,008 | $29,319-69.3% | $52,425-82.8% | $82,448-89.1% |
| Participation rate | 78.4% | 46.9%+31.5pp | 55.6%+22.8pp | 68.1%+10.3pp |
| Annual return | 28.48% | 535.20%-506.7pp | 302.12%-273.6pp | 41.64%-13.2pp |
| Employer contribution / active EE | $2,033 | $586+246.7% | $914+122.4% | $2,551-20.3% |
| Participant deferral / active EE | $559 | $1,171-52.3% | $1,790-68.8% | $4,139-86.5% |
| Admin fee / account holder | $223 | $1,962-88.6% | $2,495-91.1% | $7,234-96.9% |