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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,200 | $69,118-96.8% | $53,647-95.9% | $138,895-98.4% |
| Participation rate | 73.7% | 64.0%+9.7pp | 56.3%+17.4pp | 79.9%-6.2pp |
| Annual return | 21.49% | 248.26%-226.8pp | 358.33%-336.8pp | 145.39%-123.9pp |
| Employer contribution / active EE | $176 | $1,189-85.2% | $962-81.8% | $4,194-95.8% |
| Participant deferral / active EE | $702 | $2,274-69.1% | $1,813-61.3% | $6,396-89.0% |
| Admin fee / account holder | $102 | $2,724-96.3% | $2,460-95.9% | $12,562-99.2% |