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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,634 | $69,118-97.6% | $53,647-97.0% | $138,895-98.8% |
| Participation rate | 85.7% | 64.0%+21.7pp | 56.3%+29.4pp | 79.9%+5.8pp |
| Annual return | 22.31% | 248.26%-226.0pp | 358.33%-336.0pp | 145.39%-123.1pp |
| Employer contribution / active EE | $184 | $1,189-84.5% | $962-80.8% | $4,194-95.6% |
| Participant deferral / active EE | $853 | $2,274-62.5% | $1,813-52.9% | $6,396-86.7% |
| Admin fee / account holder | $216 | $2,724-92.1% | $2,460-91.2% | $12,562-98.3% |