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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,580 | $100,073-88.4% | $85,126-86.4% | $145,877-92.1% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.1pp | 80.3%+11.4pp |
| Annual return | 14.28% | 84.11%-69.8pp | 66.63%-52.4pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,912 | $3,236-40.9% | $2,731-30.0% | $4,663-59.0% |
| Participant deferral / active EE | $4,528 | $5,294-14.5% | $4,523+0.1% | $6,691-32.3% |
| Admin fee / account holder | $149 | $7,261-98.0% | $6,160-97.6% | $13,402-98.9% |