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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,062 | $81,668-95.0% | $58,507-93.1% | $139,487-97.1% |
| Participation rate | 72.7% | 61.3%+11.4pp | 50.9%+21.9pp | 80.3%-7.6pp |
| Annual return | 32.99% | 7430.07%-7397.1pp | 4252.32%-4219.3pp | 373.84%-340.8pp |
| Employer contribution / active EE | $607 | $1,398-56.6% | $1,053-42.4% | $4,755-87.2% |
| Participant deferral / active EE | $865 | $2,554-66.1% | $1,922-55.0% | $6,713-87.1% |
| Admin fee / account holder | $30 | $3,212-99.1% | $2,486-98.8% | $11,407-99.7% |