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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,771 | $67,823-97.4% | $52,425-96.6% | $137,256-98.7% |
| Participation rate | 83.3% | 63.9%+19.4pp | 55.6%+27.7pp | 80.0%+3.4pp |
| Annual return | 30.23% | 219.11%-188.9pp | 302.12%-271.9pp | 220.34%-190.1pp |
| Employer contribution / active EE | $241 | $1,163-79.3% | $914-73.6% | $4,156-94.2% |
| Participant deferral / active EE | $1,187 | $2,288-48.1% | $1,790-33.7% | $6,407-81.5% |
| Admin fee / account holder | $9 | $2,844-99.7% | $2,495-99.7% | $12,270-99.9% |