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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,617 | $72,071-89.4% | $68,368-88.9% | $137,256-94.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 29.22% | 353.14%-323.9pp | 292.57%-263.4pp | 220.34%-191.1pp |
| Employer contribution / active EE | $1,303 | $2,788-53.3% | $2,649-50.8% | $4,156-68.7% |
| Participant deferral / active EE | $2,212 | $4,410-49.8% | $4,123-46.3% | $6,407-65.5% |
| Admin fee / account holder | $28 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |