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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,991 | $27,936-89.3% | $58,561-94.9% | $75,173-96.0% |
| Participation rate | 73.1% | 38.8%+34.2pp | 50.9%+22.2pp | 67.2%+5.9pp |
| Annual return | 20.16% | 44.21%-24.1pp | 4251.33%-4231.2pp | 160.72%-140.6pp |
| Employer contribution / active EE | $648 | $670-3.3% | $1,053-38.5% | $2,671-75.7% |
| Participant deferral / active EE | $814 | $1,202-32.3% | $1,923-57.7% | $4,126-80.3% |
| Admin fee / account holder | $157 | $1,727-90.9% | $2,520-93.8% | $5,651-97.2% |