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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,722 | $69,118-97.5% | $53,647-96.8% | $138,895-98.8% |
| Participation rate | 83.3% | 64.0%+19.4pp | 56.3%+27.1pp | 79.9%+3.4pp |
| Annual return | 20.04% | 248.26%-228.2pp | 358.33%-338.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $710 | $1,189-40.3% | $962-26.2% | $4,194-83.1% |
| Participant deferral / active EE | $1,023 | $2,274-55.0% | $1,813-43.6% | $6,396-84.0% |
| Admin fee / account holder | $288 | $2,724-89.4% | $2,460-88.3% | $12,562-97.7% |