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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,286 | $67,823-98.1% | $52,425-97.5% | $137,256-99.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.42% | 219.11%-198.7pp | 302.12%-281.7pp | 220.34%-199.9pp |
| Employer contribution / active EE | $178 | $1,163-84.7% | $914-80.5% | $4,156-95.7% |
| Participant deferral / active EE | $728 | $2,288-68.2% | $1,790-59.4% | $6,407-88.6% |
| Admin fee / account holder | $188 | $2,844-93.4% | $2,495-92.5% | $12,270-98.5% |