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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,738 | $72,071-93.4% | $68,368-93.1% | $137,256-96.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 21.28% | 353.14%-331.9pp | 292.57%-271.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $975 | $2,788-65.0% | $2,649-63.2% | $4,156-76.5% |
| Participant deferral / active EE | $1,498 | $4,410-66.0% | $4,123-63.7% | $6,407-76.6% |
| Admin fee / account holder | $17 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |