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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,647 | $70,366-89.1% | $66,674-88.5% | $138,895-94.5% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.7%+20.4pp | 79.9%+14.2pp |
| Annual return | 19.17% | 386.41%-367.2pp | 321.24%-302.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,556 | $2,765-43.7% | $2,620-40.6% | $4,194-62.9% |
| Participant deferral / active EE | $2,261 | $4,374-48.3% | $4,084-44.6% | $6,396-64.7% |
| Admin fee / account holder | $90 | $5,262-98.3% | $5,098-98.2% | $12,562-99.3% |