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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,923 | $67,823-95.7% | $52,425-94.4% | $137,256-97.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 21.05% | 219.11%-198.1pp | 302.12%-281.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $412 | $1,163-64.6% | $914-55.0% | $4,156-90.1% |
| Participant deferral / active EE | $581 | $2,288-74.6% | $1,790-67.5% | $6,407-90.9% |
| Admin fee / account holder | $14 | $2,844-99.5% | $2,495-99.4% | $12,270-99.9% |