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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,951 | $69,118-95.7% | $53,647-94.5% | $138,895-97.9% |
| Participation rate | 75.0% | 64.0%+11.0pp | 56.3%+18.7pp | 79.9%-4.9pp |
| Annual return | 21.12% | 248.26%-227.1pp | 358.33%-337.2pp | 145.39%-124.3pp |
| Employer contribution / active EE | $1,167 | $1,189-1.9% | $962+21.3% | $4,194-72.2% |
| Participant deferral / active EE | $1,377 | $2,274-39.4% | $1,813-24.1% | $6,396-78.5% |
| Admin fee / account holder | $26 | $2,724-99.1% | $2,460-99.0% | $12,562-99.8% |