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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,067 | $100,073-80.9% | $85,126-77.6% | $145,877-86.9% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 12.51% | 84.11%-71.6pp | 66.63%-54.1pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,197 | $3,236-63.0% | $2,731-56.2% | $4,663-74.3% |
| Participant deferral / active EE | $7,387 | $5,294+39.5% | $4,523+63.3% | $6,691+10.4% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |