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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,917 | $67,823-91.3% | $52,425-88.7% | $137,256-95.7% |
| Participation rate | 79.2% | 63.9%+15.3pp | 55.6%+23.5pp | 80.0%-0.8pp |
| Annual return | 22.88% | 219.11%-196.2pp | 302.12%-279.2pp | 220.34%-197.5pp |
| Employer contribution / active EE | $778 | $1,163-33.1% | $914-14.9% | $4,156-81.3% |
| Participant deferral / active EE | $1,534 | $2,288-33.0% | $1,790-14.3% | $6,407-76.1% |
| Admin fee / account holder | $34 | $2,844-98.8% | $2,495-98.6% | $12,270-99.7% |