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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,048 | $51,202-84.3% | $70,548-88.6% | $75,181-89.3% |
| Participation rate | 81.0% | 61.0%+20.1pp | 68.3%+12.7pp | 67.2%+13.8pp |
| Annual return | 196.91% | 30.05%+166.9pp | 32.78%+164.1pp | 160.69%+36.2pp |
| Employer contribution / active EE | $1,281 | $1,827-29.9% | $2,975-56.9% | $2,671-52.0% |
| Participant deferral / active EE | $3,468 | $2,850+21.7% | $4,567-24.1% | $4,126-15.9% |
| Admin fee / account holder | $256 | $4,094-93.7% | $6,424-96.0% | $5,650-95.5% |