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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,978 | $67,823-95.6% | $52,425-94.3% | $137,256-97.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 19.44% | 219.11%-199.7pp | 302.12%-282.7pp | 220.34%-200.9pp |
| Employer contribution / active EE | $774 | $1,163-33.4% | $914-15.3% | $4,156-81.4% |
| Participant deferral / active EE | $780 | $2,288-65.9% | $1,790-56.5% | $6,407-87.8% |
| Admin fee / account holder | $75 | $2,844-97.4% | $2,495-97.0% | $12,270-99.4% |