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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,196 | $49,976-93.6% | $66,674-95.2% | $82,637-96.1% |
| Participation rate | 91.1% | 63.1%+28.0pp | 73.7%+17.4pp | 68.1%+23.1pp |
| Annual return | 35.50% | 39.09%-3.6pp | 321.24%-285.7pp | 53.51%-18.0pp |
| Employer contribution / active EE | $764 | $1,988-61.6% | $2,620-70.9% | $2,552-70.1% |
| Participant deferral / active EE | $884 | $2,847-68.9% | $4,084-78.4% | $4,126-78.6% |
| Admin fee / account holder | $103 | $4,594-97.8% | $5,098-98.0% | $7,339-98.6% |