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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,613 | $69,118-97.7% | $53,647-97.0% | $138,895-98.8% |
| Participation rate | 88.9% | 64.0%+24.9pp | 56.3%+32.6pp | 79.9%+9.0pp |
| Annual return | 23.37% | 248.26%-224.9pp | 358.33%-335.0pp | 145.39%-122.0pp |
| Employer contribution / active EE | $192 | $1,189-83.8% | $962-80.0% | $4,194-95.4% |
| Participant deferral / active EE | $783 | $2,274-65.6% | $1,813-56.8% | $6,396-87.8% |
| Admin fee / account holder | $9 | $2,724-99.7% | $2,460-99.6% | $12,562-99.9% |