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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,236 | $126,113-90.3% | $116,096-89.5% | $155,188-92.1% |
| Participation rate | 71.4% | 75.1%-3.7pp | 73.3%-1.9pp | 80.8%-9.4pp |
| Annual return | 343.42% | 391.72%-48.3pp | 326.25%+17.2pp | 148.84%+194.6pp |
| Employer contribution / active EE | $712 | $2,672-73.3% | $2,503-71.6% | $4,248-83.2% |
| Participant deferral / active EE | $797 | $4,162-80.8% | $3,952-79.8% | $6,531-87.8% |
| Admin fee / account holder | $27 | $8,045-99.7% | $7,704-99.7% | $14,480-99.8% |