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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,454 | $69,118-97.9% | $53,647-97.3% | $138,895-99.0% |
| Participation rate | 85.7% | 64.0%+21.7pp | 56.3%+29.4pp | 79.9%+5.8pp |
| Annual return | 9.25% | 248.26%-239.0pp | 358.33%-349.1pp | 145.39%-136.1pp |
| Employer contribution / active EE | $79 | $1,189-93.4% | $962-91.8% | $4,194-98.1% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $53 | $2,724-98.1% | $2,460-97.8% | $12,562-99.6% |