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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,918 | $29,319-62.8% | $52,425-79.2% | $82,448-86.8% |
| Participation rate | 90.2% | 46.9%+43.4pp | 55.6%+34.6pp | 68.1%+22.2pp |
| Annual return | 23.57% | 535.20%-511.6pp | 302.12%-278.5pp | 41.64%-18.1pp |
| Employer contribution / active EE | $971 | $586+65.6% | $914+6.2% | $2,551-61.9% |
| Participant deferral / active EE | $1,894 | $1,171+61.7% | $1,790+5.8% | $4,139-54.3% |
| Admin fee / account holder | $261 | $1,962-86.7% | $2,495-89.5% | $7,234-96.4% |