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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,132 | $72,071-90.1% | $68,368-89.6% | $137,256-94.8% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 26.32% | 353.14%-326.8pp | 292.57%-266.3pp | 220.34%-194.0pp |
| Employer contribution / active EE | $817 | $2,788-70.7% | $2,649-69.2% | $4,156-80.3% |
| Participant deferral / active EE | $1,335 | $4,410-69.7% | $4,123-67.6% | $6,407-79.2% |
| Admin fee / account holder | $22 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |