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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,583 | $67,823-97.7% | $52,425-97.0% | $137,256-98.8% |
| Participation rate | 91.7% | 63.9%+27.8pp | 55.6%+36.0pp | 80.0%+11.7pp |
| Annual return | 29.06% | 219.11%-190.0pp | 302.12%-273.1pp | 220.34%-191.3pp |
| Employer contribution / active EE | $535 | $1,163-54.0% | $914-41.5% | $4,156-87.1% |
| Participant deferral / active EE | $648 | $2,288-71.7% | $1,790-63.8% | $6,407-89.9% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |