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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,784 | $99,053-92.1% | $88,179-91.2% | $138,895-94.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 20.01% | 78.17%-58.2pp | 64.97%-45.0pp | 145.39%-125.4pp |
| Employer contribution / active EE | $570 | $2,882-80.2% | $2,549-77.7% | $4,194-86.4% |
| Participant deferral / active EE | $1,498 | $5,225-71.3% | $4,614-67.5% | $6,396-76.6% |
| Admin fee / account holder | $81 | $8,748-99.1% | $7,673-98.9% | $12,562-99.4% |