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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,070 | $29,319-92.9% | $52,425-96.1% | $82,448-97.5% |
| Participation rate | 89.7% | 46.9%+42.8pp | 55.6%+34.0pp | 68.1%+21.6pp |
| Annual return | 21.16% | 535.20%-514.0pp | 302.12%-281.0pp | 41.64%-20.5pp |
| Employer contribution / active EE | $279 | $586-52.4% | $914-69.5% | $2,551-89.1% |
| Participant deferral / active EE | $1,107 | $1,171-5.5% | $1,790-38.2% | $4,139-73.3% |
| Admin fee / account holder | $230 | $1,962-88.3% | $2,495-90.8% | $7,234-96.8% |