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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,722 | $67,823-97.5% | $52,425-96.7% | $137,256-98.7% |
| Participation rate | 83.3% | 63.9%+19.4pp | 55.6%+27.7pp | 80.0%+3.4pp |
| Annual return | 20.04% | 219.11%-199.1pp | 302.12%-282.1pp | 220.34%-200.3pp |
| Employer contribution / active EE | $710 | $1,163-38.9% | $914-22.3% | $4,156-82.9% |
| Participant deferral / active EE | $1,023 | $2,288-55.3% | $1,790-42.9% | $6,407-84.0% |
| Admin fee / account holder | $288 | $2,844-89.9% | $2,495-88.5% | $12,270-97.7% |