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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,263 | $67,823-98.1% | $52,425-97.6% | $137,256-99.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.32% | 219.11%-200.8pp | 302.12%-283.8pp | 220.34%-202.0pp |
| Employer contribution / active EE | $315 | $1,163-72.9% | $914-65.5% | $4,156-92.4% |
| Participant deferral / active EE | $639 | $2,288-72.1% | $1,790-64.3% | $6,407-90.0% |
| Admin fee / account holder | $24 | $2,844-99.2% | $2,495-99.1% | $12,270-99.8% |