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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,082 | $69,118-98.4% | $53,647-98.0% | $138,895-99.2% |
| Participation rate | 85.7% | 64.0%+21.7pp | 56.3%+29.4pp | 79.9%+5.8pp |
| Annual return | 25.60% | 248.26%-222.7pp | 358.33%-332.7pp | 145.39%-119.8pp |
| Employer contribution / active EE | $136 | $1,189-88.6% | $962-85.9% | $4,194-96.8% |
| Participant deferral / active EE | $543 | $2,274-76.1% | $1,813-70.1% | $6,396-91.5% |
| Admin fee / account holder | $59 | $2,724-97.8% | $2,460-97.6% | $12,562-99.5% |