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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,399 | $67,823-87.6% | $52,425-84.0% | $137,256-93.9% |
| Participation rate | 76.5% | 63.9%+12.6pp | 55.6%+20.8pp | 80.0%-3.5pp |
| Annual return | 22.46% | 219.11%-196.7pp | 302.12%-279.7pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,397 | $1,163+20.2% | $914+52.9% | $4,156-66.4% |
| Participant deferral / active EE | $1,461 | $2,288-36.1% | $1,790-18.4% | $6,407-77.2% |
| Admin fee / account holder | $48 | $2,844-98.3% | $2,495-98.1% | $12,270-99.6% |