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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,650 | $67,823-96.1% | $52,425-94.9% | $137,256-98.1% |
| Participation rate | 78.6% | 63.9%+14.7pp | 55.6%+22.9pp | 80.0%-1.4pp |
| Annual return | 21.64% | 219.11%-197.5pp | 302.12%-280.5pp | 220.34%-198.7pp |
| Employer contribution / active EE | $613 | $1,163-47.3% | $914-32.9% | $4,156-85.2% |
| Participant deferral / active EE | $893 | $2,288-61.0% | $1,790-50.1% | $6,407-86.1% |
| Admin fee / account holder | $28 | $2,844-99.0% | $2,495-98.9% | $12,270-99.8% |