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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,565 | $69,118-96.3% | $53,647-95.2% | $138,895-98.2% |
| Participation rate | 82.6% | 64.0%+18.6pp | 56.3%+26.3pp | 79.9%+2.7pp |
| Annual return | 21.52% | 248.26%-226.7pp | 358.33%-336.8pp | 145.39%-123.9pp |
| Employer contribution / active EE | $157 | $1,189-86.8% | $962-83.7% | $4,194-96.3% |
| Participant deferral / active EE | $727 | $2,274-68.0% | $1,813-59.9% | $6,396-88.6% |
| Admin fee / account holder | $43 | $2,724-98.4% | $2,460-98.3% | $12,562-99.7% |