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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,182 | $67,823-87.9% | $52,425-84.4% | $137,256-94.0% |
| Participation rate | 92.3% | 63.9%+28.4pp | 55.6%+36.7pp | 80.0%+12.3pp |
| Annual return | 26.17% | 219.11%-192.9pp | 302.12%-275.9pp | 220.34%-194.2pp |
| Employer contribution / active EE | $797 | $1,163-31.4% | $914-12.8% | $4,156-80.8% |
| Participant deferral / active EE | $1,671 | $2,288-26.9% | $1,790-6.6% | $6,407-73.9% |
| Admin fee / account holder | $26 | $2,844-99.1% | $2,495-99.0% | $12,270-99.8% |