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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,884 | $67,823-91.3% | $52,425-88.8% | $137,256-95.7% |
| Participation rate | 92.9% | 63.9%+28.9pp | 55.6%+37.2pp | 80.0%+12.9pp |
| Annual return | 22.20% | 219.11%-196.9pp | 302.12%-279.9pp | 220.34%-198.1pp |
| Employer contribution / active EE | $700 | $1,163-39.8% | $914-23.5% | $4,156-83.2% |
| Participant deferral / active EE | $2,033 | $2,288-11.2% | $1,790+13.5% | $6,407-68.3% |
| Admin fee / account holder | $111 | $2,844-96.1% | $2,495-95.5% | $12,270-99.1% |