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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,638 | $22,602-92.8% | $65,566-97.5% | $75,173-97.8% |
| Participation rate | 71.4% | 63.1%+8.4pp | 64.9%+6.5pp | 67.2%+4.2pp |
| Annual return | 70.70% | 71.13%-0.4pp | 47.40%+23.3pp | 160.72%-90.0pp |
| Employer contribution / active EE | $798 | $941-15.2% | $1,692-52.8% | $2,671-70.1% |
| Participant deferral / active EE | $1,790 | $1,695+5.6% | $2,832-36.8% | $4,126-56.6% |
| Admin fee / account holder | $274 | $1,877-85.4% | $4,114-93.3% | $5,651-95.2% |