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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,454 | $67,823-97.9% | $52,425-97.2% | $137,256-98.9% |
| Participation rate | 77.8% | 63.9%+13.9pp | 55.6%+22.2pp | 80.0%-2.2pp |
| Annual return | 23.72% | 219.11%-195.4pp | 302.12%-278.4pp | 220.34%-196.6pp |
| Employer contribution / active EE | $174 | $1,163-85.1% | $914-81.0% | $4,156-95.8% |
| Participant deferral / active EE | $760 | $2,288-66.8% | $1,790-57.6% | $6,407-88.1% |
| Admin fee / account holder | $8 | $2,844-99.7% | $2,495-99.7% | $12,270-99.9% |