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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,662 | $69,118-97.6% | $53,647-96.9% | $138,895-98.8% |
| Participation rate | 85.7% | 64.0%+21.7pp | 56.3%+29.4pp | 79.9%+5.8pp |
| Annual return | 22.15% | 248.26%-226.1pp | 358.33%-336.2pp | 145.39%-123.2pp |
| Employer contribution / active EE | $108 | $1,189-90.9% | $962-88.8% | $4,194-97.4% |
| Participant deferral / active EE | $523 | $2,274-77.0% | $1,813-71.2% | $6,396-91.8% |
| Admin fee / account holder | $9 | $2,724-99.7% | $2,460-99.6% | $12,562-99.9% |