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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,972 | $70,366-97.2% | $66,674-97.0% | $138,895-98.6% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.7%+3.2pp | 79.9%-3.0pp |
| Annual return | 23.65% | 386.41%-362.8pp | 321.24%-297.6pp | 145.39%-121.7pp |
| Employer contribution / active EE | $401 | $2,765-85.5% | $2,620-84.7% | $4,194-90.4% |
| Participant deferral / active EE | $646 | $4,374-85.2% | $4,084-84.2% | $6,396-89.9% |
| Admin fee / account holder | $15 | $5,262-99.7% | $5,098-99.7% | $12,562-99.9% |