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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,647 | $67,823-96.1% | $52,425-95.0% | $137,256-98.1% |
| Participation rate | 94.4% | 63.9%+30.5pp | 55.6%+38.8pp | 80.0%+14.5pp |
| Annual return | 18.13% | 219.11%-201.0pp | 302.12%-284.0pp | 220.34%-202.2pp |
| Employer contribution / active EE | $399 | $1,163-65.7% | $914-56.4% | $4,156-90.4% |
| Participant deferral / active EE | $855 | $2,288-62.6% | $1,790-52.3% | $6,407-86.7% |
| Admin fee / account holder | $292 | $2,844-89.7% | $2,495-88.3% | $12,270-97.6% |