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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,521 | $29,319-74.3% | $52,425-85.7% | $82,448-90.9% |
| Participation rate | 94.8% | 46.9%+48.0pp | 55.6%+39.2pp | 68.1%+26.8pp |
| Annual return | 23.63% | 535.20%-511.6pp | 302.12%-278.5pp | 41.64%-18.0pp |
| Employer contribution / active EE | $735 | $586+25.4% | $914-19.6% | $2,551-71.2% |
| Participant deferral / active EE | $1,622 | $1,171+38.4% | $1,790-9.4% | $4,139-60.8% |
| Admin fee / account holder | $54 | $1,962-97.2% | $2,495-97.8% | $7,234-99.2% |