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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,146 | $102,938-95.0% | $94,105-94.5% | $138,895-96.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 21.76% | 250.28%-228.5pp | 204.55%-182.8pp | 145.39%-123.6pp |
| Employer contribution / active EE | $947 | $2,732-65.3% | $2,504-62.2% | $4,194-77.4% |
| Participant deferral / active EE | $1,193 | $4,196-71.6% | $3,881-69.3% | $6,396-81.3% |
| Admin fee / account holder | $124 | $6,600-98.1% | $6,199-98.0% | $12,562-99.0% |