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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,359 | $29,319-85.1% | $52,425-91.7% | $82,448-94.7% |
| Participation rate | 71.9% | 46.9%+25.0pp | 55.6%+16.3pp | 68.1%+3.8pp |
| Annual return | 23.39% | 535.20%-511.8pp | 302.12%-278.7pp | 41.64%-18.2pp |
| Employer contribution / active EE | $828 | $586+41.1% | $914-9.5% | $2,551-67.6% |
| Participant deferral / active EE | $1,268 | $1,171+8.3% | $1,790-29.2% | $4,139-69.4% |
| Admin fee / account holder | $132 | $1,962-93.3% | $2,495-94.7% | $7,234-98.2% |