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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,300 | $110,039-91.5% | $97,260-90.4% | $145,884-93.6% |
| Participation rate | 88.9% | 75.9%+13.0pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 9.48% | 244.44%-235.0pp | 75.54%-66.1pp | 551.85%-542.4pp |
| Employer contribution / active EE | $774 | $3,074-74.8% | $2,721-71.6% | $4,662-83.4% |
| Participant deferral / active EE | $1,323 | $4,674-71.7% | $4,262-69.0% | $6,690-80.2% |
| Admin fee / account holder | $227 | $6,204-96.3% | $5,640-96.0% | $13,392-98.3% |