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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,453 | $67,823-92.0% | $52,425-89.6% | $137,256-96.0% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 18.92% | 219.11%-200.2pp | 302.12%-283.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $354 | $1,163-69.5% | $914-61.3% | $4,156-91.5% |
| Participant deferral / active EE | $354 | $2,288-84.5% | $1,790-80.2% | $6,407-94.5% |
| Admin fee / account holder | $37 | $2,844-98.7% | $2,495-98.5% | $12,270-99.7% |