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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,746 | $49,976-94.5% | $66,674-95.9% | $82,637-96.7% |
| Participation rate | 93.3% | 63.1%+30.2pp | 73.7%+19.7pp | 68.1%+25.3pp |
| Annual return | 20.66% | 39.09%-18.4pp | 321.24%-300.6pp | 53.51%-32.8pp |
| Employer contribution / active EE | $410 | $1,988-79.4% | $2,620-84.4% | $2,552-83.9% |
| Participant deferral / active EE | $859 | $2,847-69.8% | $4,084-79.0% | $4,126-79.2% |
| Admin fee / account holder | $35 | $4,594-99.2% | $5,098-99.3% | $7,339-99.5% |