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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,444 | $72,071-96.6% | $68,368-96.4% | $137,256-98.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 27.61% | 353.14%-325.5pp | 292.57%-265.0pp | 220.34%-192.7pp |
| Employer contribution / active EE | $389 | $2,788-86.0% | $2,649-85.3% | $4,156-90.6% |
| Participant deferral / active EE | $621 | $4,410-85.9% | $4,123-84.9% | $6,407-90.3% |
| Admin fee / account holder | $10 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |