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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,647 | $72,071-89.4% | $68,368-88.8% | $137,256-94.4% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.0%+14.2pp |
| Annual return | 19.17% | 353.14%-334.0pp | 292.57%-273.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,556 | $2,788-44.2% | $2,649-41.2% | $4,156-62.5% |
| Participant deferral / active EE | $2,261 | $4,410-48.7% | $4,123-45.2% | $6,407-64.7% |
| Admin fee / account holder | $90 | $5,336-98.3% | $5,150-98.3% | $12,270-99.3% |