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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,934 | $29,716-76.7% | $56,077-87.6% | $80,925-91.4% |
| Participation rate | 80.0% | 41.7%+38.3pp | 52.5%+27.5pp | 67.7%+12.3pp |
| Annual return | 35.97% | 35.30%+0.7pp | 1709.28%-1673.3pp | 35.65%+0.3pp |
| Employer contribution / active EE | $1,144 | $671+70.5% | $1,040+10.0% | $2,756-58.5% |
| Participant deferral / active EE | $3,304 | $1,228+169.0% | $1,954+69.1% | $4,299-23.1% |
| Admin fee / account holder | $19 | $2,432-99.2% | $2,825-99.3% | $6,940-99.7% |