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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,055 | $69,118-95.6% | $53,647-94.3% | $138,895-97.8% |
| Participation rate | 75.0% | 64.0%+11.0pp | 56.3%+18.7pp | 79.9%-4.9pp |
| Annual return | 18.24% | 248.26%-230.0pp | 358.33%-340.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $104 | $1,189-91.2% | $962-89.2% | $4,194-97.5% |
| Participant deferral / active EE | $470 | $2,274-79.3% | $1,813-74.1% | $6,396-92.7% |
| Admin fee / account holder | $107 | $2,724-96.1% | $2,460-95.7% | $12,562-99.2% |