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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,880 | $88,815-93.4% | $81,882-92.8% | $145,897-96.0% |
| Participation rate | 92.3% | 75.1%+17.2pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 12.10% | 1033.75%-1021.6pp | 779.47%-767.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $442 | $3,086-85.7% | $2,916-84.8% | $4,663-90.5% |
| Participant deferral / active EE | $767 | $4,647-83.5% | $4,323-82.2% | $6,689-88.5% |
| Admin fee / account holder | $228 | $8,434-97.3% | $7,360-96.9% | $13,390-98.3% |