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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,251 | $70,366-89.7% | $66,674-89.1% | $138,895-94.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.39% | 386.41%-367.0pp | 321.24%-301.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $546 | $2,765-80.3% | $2,620-79.2% | $4,194-87.0% |
| Participant deferral / active EE | $1,241 | $4,374-71.6% | $4,084-69.6% | $6,396-80.6% |
| Admin fee / account holder | $170 | $5,262-96.8% | $5,098-96.7% | $12,562-98.6% |