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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,424 | $67,823-96.4% | $52,425-95.4% | $137,256-98.2% |
| Participation rate | 82.4% | 63.9%+18.4pp | 55.6%+26.7pp | 80.0%+2.4pp |
| Annual return | 18.87% | 219.11%-200.2pp | 302.12%-283.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $156 | $1,163-86.6% | $914-82.9% | $4,156-96.2% |
| Participant deferral / active EE | $934 | $2,288-59.2% | $1,790-47.8% | $6,407-85.4% |
| Admin fee / account holder | $149 | $2,844-94.8% | $2,495-94.0% | $12,270-98.8% |