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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,647 | $69,118-96.2% | $53,647-95.1% | $138,895-98.1% |
| Participation rate | 94.4% | 64.0%+30.5pp | 56.3%+38.2pp | 79.9%+14.5pp |
| Annual return | 18.13% | 248.26%-230.1pp | 358.33%-340.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $399 | $1,189-66.5% | $962-58.5% | $4,194-90.5% |
| Participant deferral / active EE | $855 | $2,274-62.4% | $1,813-52.9% | $6,396-86.6% |
| Admin fee / account holder | $292 | $2,724-89.3% | $2,460-88.1% | $12,562-97.7% |