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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,944 | $29,733-86.7% | $56,025-93.0% | $80,959-95.1% |
| Participation rate | 82.9% | 41.7%+41.2pp | 52.5%+30.4pp | 67.7%+15.3pp |
| Annual return | 16.03% | 35.28%-19.3pp | 1712.69%-1696.7pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,195 | $672+77.9% | $1,042+14.7% | $2,757-56.7% |
| Participant deferral / active EE | $1,371 | $1,229+11.6% | $1,955-29.8% | $4,300-68.1% |
| Admin fee / account holder | $97 | $2,434-96.0% | $2,828-96.6% | $6,925-98.6% |