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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,612 | $101,618-94.5% | $93,063-94.0% | $137,256-95.9% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 27.52% | 223.95%-196.4pp | 34.15%-6.6pp | 220.34%-192.8pp |
| Employer contribution / active EE | $727 | $2,707-73.1% | $2,476-70.6% | $4,156-82.5% |
| Participant deferral / active EE | $864 | $4,279-79.8% | $3,958-78.2% | $6,407-86.5% |
| Admin fee / account holder | $1 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |