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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,894 | $67,823-97.2% | $52,425-96.4% | $137,256-98.6% |
| Participation rate | 93.3% | 63.9%+29.4pp | 55.6%+37.7pp | 80.0%+13.4pp |
| Annual return | 120.27% | 219.11%-98.8pp | 302.12%-181.9pp | 220.34%-100.1pp |
| Employer contribution / active EE | $699 | $1,163-39.9% | $914-23.6% | $4,156-83.2% |
| Participant deferral / active EE | $837 | $2,288-63.4% | $1,790-53.3% | $6,407-86.9% |
| Admin fee / account holder | $162 | $2,844-94.3% | $2,495-93.5% | $12,270-98.7% |