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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,856 | $97,125-91.9% | $86,233-90.9% | $137,256-94.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 25.97% | 74.19%-48.2pp | 61.39%-35.4pp | 220.34%-194.4pp |
| Employer contribution / active EE | $529 | $2,841-81.4% | $2,504-78.9% | $4,156-87.3% |
| Participant deferral / active EE | $1,137 | $5,180-78.0% | $4,559-75.1% | $6,407-82.3% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |