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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,618 | $101,618-95.5% | $93,063-95.0% | $137,256-96.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 28.48% | 223.95%-195.5pp | 34.15%-5.7pp | 220.34%-191.9pp |
| Employer contribution / active EE | $874 | $2,707-67.7% | $2,476-64.7% | $4,156-79.0% |
| Participant deferral / active EE | $1,449 | $4,279-66.1% | $3,958-63.4% | $6,407-77.4% |
| Admin fee / account holder | $21 | $6,198-99.7% | $6,033-99.6% | $12,270-99.8% |