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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,541 | $67,823-80.0% | $52,425-74.2% | $137,256-90.1% |
| Participation rate | 83.3% | 63.9%+19.4pp | 55.6%+27.7pp | 80.0%+3.4pp |
| Annual return | 20.50% | 219.11%-198.6pp | 302.12%-281.6pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,413 | $1,163+21.5% | $914+54.6% | $4,156-66.0% |
| Participant deferral / active EE | $1,722 | $2,288-24.8% | $1,790-3.8% | $6,407-73.1% |
| Admin fee / account holder | $59 | $2,844-97.9% | $2,495-97.6% | $12,270-99.5% |