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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,746 | $51,638-94.7% | $68,368-96.0% | $82,448-96.7% |
| Participation rate | 93.3% | 63.6%+29.7pp | 73.8%+19.6pp | 68.1%+25.3pp |
| Annual return | 20.66% | 37.53%-16.9pp | 292.57%-271.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $410 | $2,047-80.0% | $2,649-84.5% | $2,551-83.9% |
| Participant deferral / active EE | $859 | $2,914-70.5% | $4,123-79.2% | $4,139-79.2% |
| Admin fee / account holder | $35 | $4,643-99.3% | $5,150-99.3% | $7,234-99.5% |