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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,086 | $99,995-92.9% | $85,063-91.7% | $145,978-95.1% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 12.06% | 83.99%-71.9pp | 66.54%-54.5pp | 550.52%-538.5pp |
| Employer contribution / active EE | $1,064 | $3,231-67.1% | $2,727-61.0% | $4,662-77.2% |
| Participant deferral / active EE | $1,408 | $5,295-73.4% | $4,523-68.9% | $6,690-79.0% |
| Admin fee / account holder | $133 | $7,255-98.2% | $6,155-97.8% | $13,400-99.0% |