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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,769 | $69,118-97.4% | $53,647-96.7% | $138,895-98.7% |
| Participation rate | 81.3% | 64.0%+17.3pp | 56.3%+25.0pp | 79.9%+1.3pp |
| Annual return | 21.02% | 248.26%-227.2pp | 358.33%-337.3pp | 145.39%-124.4pp |
| Employer contribution / active EE | $160 | $1,189-86.6% | $962-83.4% | $4,194-96.2% |
| Participant deferral / active EE | $640 | $2,274-71.8% | $1,813-64.7% | $6,396-90.0% |
| Admin fee / account holder | $10 | $2,724-99.6% | $2,460-99.6% | $12,562-99.9% |