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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,339 | $72,071-95.4% | $68,368-95.1% | $137,256-97.6% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.0%+6.7pp |
| Annual return | 21.38% | 353.14%-331.8pp | 292.57%-271.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $746 | $2,788-73.2% | $2,649-71.8% | $4,156-82.1% |
| Participant deferral / active EE | $595 | $4,410-86.5% | $4,123-85.6% | $6,407-90.7% |
| Admin fee / account holder | $12 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |