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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,929 | $101,618-96.1% | $93,063-95.8% | $137,256-97.1% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 22.32% | 223.95%-201.6pp | 34.15%-11.8pp | 220.34%-198.0pp |
| Employer contribution / active EE | $678 | $2,707-75.0% | $2,476-72.6% | $4,156-83.7% |
| Participant deferral / active EE | $1,464 | $4,279-65.8% | $3,958-63.0% | $6,407-77.1% |
| Admin fee / account holder | $285 | $6,198-95.4% | $6,033-95.3% | $12,270-97.7% |