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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,363 | $69,118-96.6% | $53,647-95.6% | $138,895-98.3% |
| Participation rate | 83.3% | 64.0%+19.4pp | 56.3%+27.1pp | 79.9%+3.4pp |
| Annual return | 22.45% | 248.26%-225.8pp | 358.33%-335.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $426 | $1,189-64.2% | $962-55.8% | $4,194-89.9% |
| Participant deferral / active EE | $554 | $2,274-75.7% | $1,813-69.5% | $6,396-91.3% |
| Admin fee / account holder | $16 | $2,724-99.4% | $2,460-99.3% | $12,562-99.9% |