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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,112 | $67,823-98.4% | $52,425-97.9% | $137,256-99.2% |
| Participation rate | 70.0% | 63.9%+6.1pp | 55.6%+14.4pp | 80.0%-10.0pp |
| Annual return | 19.54% | 219.11%-199.6pp | 302.12%-282.6pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $387 | $2,288-83.1% | $1,790-78.4% | $6,407-94.0% |
| Admin fee / account holder | $123 | $2,844-95.7% | $2,495-95.1% | $12,270-99.0% |