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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,270 | $154,754-96.6% | $124,206-95.8% | $138,895-96.2% |
| Participation rate | 73.3% | 75.5%-2.1pp | 69.6%+3.8pp | 79.9%-6.6pp |
| Annual return | 22.28% | 709.28%-687.0pp | 515.27%-493.0pp | 145.39%-123.1pp |
| Employer contribution / active EE | $561 | $4,446-87.4% | $3,540-84.2% | $4,194-86.6% |
| Participant deferral / active EE | $841 | $4,621-81.8% | $3,968-78.8% | $6,396-86.9% |
| Admin fee / account holder | $25 | $6,690-99.6% | $5,929-99.6% | $12,562-99.8% |