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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,239 | $69,118-93.9% | $53,647-92.1% | $138,895-96.9% |
| Participation rate | 88.2% | 64.0%+24.3pp | 56.3%+32.0pp | 79.9%+8.3pp |
| Annual return | 20.16% | 248.26%-228.1pp | 358.33%-338.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $261 | $1,189-78.1% | $962-72.9% | $4,194-93.8% |
| Participant deferral / active EE | $1,679 | $2,274-26.2% | $1,813-7.4% | $6,396-73.8% |
| Admin fee / account holder | $26 | $2,724-99.0% | $2,460-98.9% | $12,562-99.8% |