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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,130 | $69,248-86.8% | $64,101-85.8% | $139,466-93.5% |
| Participation rate | 94.4% | 75.6%+18.8pp | 72.3%+22.1pp | 80.3%+14.1pp |
| Annual return | 26.39% | 45.95%-19.6pp | 33.72%-7.3pp | 373.66%-347.3pp |
| Employer contribution / active EE | $1,463 | $3,185-54.1% | $2,749-46.8% | $4,754-69.2% |
| Participant deferral / active EE | $1,933 | $4,682-58.7% | $3,881-50.2% | $6,712-71.2% |
| Admin fee / account holder | $35 | $4,247-99.2% | $3,070-98.9% | $11,409-99.7% |