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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,010 | $67,823-91.1% | $52,425-88.5% | $137,256-95.6% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | 20.06% | 219.11%-199.0pp | 302.12%-282.1pp | 220.34%-200.3pp |
| Employer contribution / active EE | $211 | $1,163-81.8% | $914-76.9% | $4,156-94.9% |
| Participant deferral / active EE | $2,116 | $2,288-7.5% | $1,790+18.2% | $6,407-67.0% |
| Admin fee / account holder | $89 | $2,844-96.9% | $2,495-96.4% | $12,270-99.3% |