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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,359 | $67,823-96.5% | $52,425-95.5% | $137,256-98.3% |
| Participation rate | 93.8% | 63.9%+29.8pp | 55.6%+38.1pp | 80.0%+13.8pp |
| Annual return | 22.22% | 219.11%-196.9pp | 302.12%-279.9pp | 220.34%-198.1pp |
| Employer contribution / active EE | $186 | $1,163-84.0% | $914-79.7% | $4,156-95.5% |
| Participant deferral / active EE | $986 | $2,288-56.9% | $1,790-45.0% | $6,407-84.6% |
| Admin fee / account holder | $24 | $2,844-99.2% | $2,495-99.1% | $12,270-99.8% |