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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,943 | $67,823-95.7% | $52,425-94.4% | $137,256-97.9% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 31.55% | 219.11%-187.6pp | 302.12%-270.6pp | 220.34%-188.8pp |
| Employer contribution / active EE | $762 | $1,163-34.5% | $914-16.7% | $4,156-81.7% |
| Participant deferral / active EE | $1,087 | $2,288-52.5% | $1,790-39.3% | $6,407-83.0% |
| Admin fee / account holder | $274 | $2,844-90.4% | $2,495-89.0% | $12,270-97.8% |