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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,695 | $69,118-93.2% | $53,647-91.2% | $138,895-96.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 22.95% | 248.26%-225.3pp | 358.33%-335.4pp | 145.39%-122.4pp |
| Employer contribution / active EE | $1,165 | $1,189-2.0% | $962+21.1% | $4,194-72.2% |
| Participant deferral / active EE | $1,710 | $2,274-24.8% | $1,813-5.7% | $6,396-73.3% |
| Admin fee / account holder | $48 | $2,724-98.2% | $2,460-98.1% | $12,562-99.6% |