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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,363 | $67,823-96.5% | $52,425-95.5% | $137,256-98.3% |
| Participation rate | 94.1% | 63.9%+30.2pp | 55.6%+38.5pp | 80.0%+14.2pp |
| Annual return | 22.20% | 219.11%-196.9pp | 302.12%-279.9pp | 220.34%-198.1pp |
| Employer contribution / active EE | $169 | $1,163-85.4% | $914-81.5% | $4,156-95.9% |
| Participant deferral / active EE | $703 | $2,288-69.3% | $1,790-60.8% | $6,407-89.0% |
| Admin fee / account holder | $14 | $2,844-99.5% | $2,495-99.4% | $12,270-99.9% |