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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,639 | $67,823-84.3% | $52,425-79.7% | $137,256-92.2% |
| Participation rate | 81.8% | 63.9%+17.9pp | 55.6%+26.2pp | 80.0%+1.9pp |
| Annual return | 18.45% | 219.11%-200.7pp | 302.12%-283.7pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,389 | $1,163+19.5% | $914+52.0% | $4,156-66.6% |
| Participant deferral / active EE | $4,257 | $2,288+86.1% | $1,790+137.7% | $6,407-33.6% |
| Admin fee / account holder | $201 | $2,844-92.9% | $2,495-91.9% | $12,270-98.4% |