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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,170 | $69,118-96.9% | $53,647-96.0% | $138,895-98.4% |
| Participation rate | 87.5% | 64.0%+23.5pp | 56.3%+31.2pp | 79.9%+7.6pp |
| Annual return | 20.76% | 248.26%-227.5pp | 358.33%-337.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $319 | $1,189-73.2% | $962-66.9% | $4,194-92.4% |
| Participant deferral / active EE | $1,276 | $2,274-43.9% | $1,813-29.7% | $6,396-80.1% |
| Admin fee / account holder | $94 | $2,724-96.5% | $2,460-96.2% | $12,562-99.3% |