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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,884 | $69,118-91.5% | $53,647-89.0% | $138,895-95.8% |
| Participation rate | 92.9% | 64.0%+28.9pp | 56.3%+36.6pp | 79.9%+12.9pp |
| Annual return | 22.20% | 248.26%-226.1pp | 358.33%-336.1pp | 145.39%-123.2pp |
| Employer contribution / active EE | $700 | $1,189-41.2% | $962-27.3% | $4,194-83.3% |
| Participant deferral / active EE | $2,033 | $2,274-10.6% | $1,813+12.1% | $6,396-68.2% |
| Admin fee / account holder | $111 | $2,724-95.9% | $2,460-95.5% | $12,562-99.1% |