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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,263 | $69,118-98.2% | $53,647-97.6% | $138,895-99.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 18.32% | 248.26%-229.9pp | 358.33%-340.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $315 | $1,189-73.5% | $962-67.3% | $4,194-92.5% |
| Participant deferral / active EE | $639 | $2,274-71.9% | $1,813-64.8% | $6,396-90.0% |
| Admin fee / account holder | $24 | $2,724-99.1% | $2,460-99.0% | $12,562-99.8% |