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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,731 | $67,823-96.0% | $52,425-94.8% | $137,256-98.0% |
| Participation rate | 81.3% | 63.9%+17.3pp | 55.6%+25.6pp | 80.0%+1.3pp |
| Annual return | 19.72% | 219.11%-199.4pp | 302.12%-282.4pp | 220.34%-200.6pp |
| Employer contribution / active EE | $258 | $1,163-77.9% | $914-71.8% | $4,156-93.8% |
| Participant deferral / active EE | $477 | $2,288-79.2% | $1,790-73.4% | $6,407-92.6% |
| Admin fee / account holder | $123 | $2,844-95.7% | $2,495-95.1% | $12,270-99.0% |