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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,904 | $72,071-89.0% | $68,368-88.4% | $137,256-94.2% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.0%+14.2pp |
| Annual return | 21.11% | 353.14%-332.0pp | 292.57%-271.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,174 | $2,788-57.9% | $2,649-55.7% | $4,156-71.8% |
| Participant deferral / active EE | $2,763 | $4,410-37.3% | $4,123-33.0% | $6,407-56.9% |
| Admin fee / account holder | $155 | $5,336-97.1% | $5,150-97.0% | $12,270-98.7% |