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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,050 | $56,431-75.1% | $130,788-89.3% | $87,485-83.9% |
| Participation rate | 75.8% | 58.9%+16.8pp | 70.1%+5.7pp | 68.9%+6.8pp |
| Annual return | 14.47% | 91.27%-76.8pp | 386.44%-372.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $768 | $1,549-50.4% | $3,558-78.4% | $2,596-70.4% |
| Participant deferral / active EE | $1,816 | $2,749-34.0% | $4,137-56.1% | $4,274-57.5% |
| Admin fee / account holder | $220 | $4,433-95.0% | $6,673-96.7% | $7,775-97.2% |