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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,612 | $102,938-94.5% | $94,105-94.0% | $138,895-96.0% |
| Participation rate | 85.7% | 74.6%+11.1pp | 71.9%+13.8pp | 79.9%+5.8pp |
| Annual return | 27.52% | 250.28%-222.8pp | 204.55%-177.0pp | 145.39%-117.9pp |
| Employer contribution / active EE | $727 | $2,732-73.4% | $2,504-71.0% | $4,194-82.7% |
| Participant deferral / active EE | $864 | $4,196-79.4% | $3,881-77.7% | $6,396-86.5% |
| Admin fee / account holder | $1 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |