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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,050 | $56,116-75.0% | $135,768-89.7% | $86,983-83.8% |
| Participation rate | 75.8% | 60.1%+15.6pp | 71.1%+4.7pp | 69.5%+6.2pp |
| Annual return | 14.47% | 125.33%-110.9pp | 526.10%-511.6pp | 25.83%-11.4pp |
| Employer contribution / active EE | $768 | $1,528-49.7% | $3,394-77.4% | $2,584-70.3% |
| Participant deferral / active EE | $1,816 | $2,690-32.5% | $3,977-54.3% | $4,194-56.7% |
| Admin fee / account holder | $220 | $4,314-94.9% | $7,048-96.9% | $7,856-97.2% |