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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,846 | $69,118-97.3% | $53,647-96.6% | $138,895-98.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 26.24% | 248.26%-222.0pp | 358.33%-332.1pp | 145.39%-119.2pp |
| Employer contribution / active EE | $198 | $1,189-83.3% | $962-79.4% | $4,194-95.3% |
| Participant deferral / active EE | $805 | $2,274-64.6% | $1,813-55.6% | $6,396-87.4% |
| Admin fee / account holder | $184 | $2,724-93.2% | $2,460-92.5% | $12,562-98.5% |