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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,891 | $101,618-95.2% | $93,063-94.7% | $137,256-96.4% |
| Participation rate | 86.4% | 74.9%+11.4pp | 72.1%+14.2pp | 80.0%+6.4pp |
| Annual return | 22.02% | 223.95%-201.9pp | 34.15%-12.1pp | 220.34%-198.3pp |
| Employer contribution / active EE | $448 | $2,707-83.5% | $2,476-81.9% | $4,156-89.2% |
| Participant deferral / active EE | $685 | $4,279-84.0% | $3,958-82.7% | $6,407-89.3% |
| Admin fee / account holder | $52 | $6,198-99.2% | $6,033-99.1% | $12,270-99.6% |