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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,083 | $99,995-91.9% | $85,063-90.5% | $145,978-94.5% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 18.19% | 83.99%-65.8pp | 66.54%-48.4pp | 550.52%-532.3pp |
| Employer contribution / active EE | $1,198 | $3,231-62.9% | $2,727-56.1% | $4,662-74.3% |
| Participant deferral / active EE | $1,434 | $5,295-72.9% | $4,523-68.3% | $6,690-78.6% |
| Admin fee / account holder | $21 | $7,255-99.7% | $6,155-99.7% | $13,400-99.8% |