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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,177 | $67,823-95.3% | $52,425-93.9% | $137,256-97.7% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 20.22% | 219.11%-198.9pp | 302.12%-281.9pp | 220.34%-200.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $716 | $2,288-68.7% | $1,790-60.0% | $6,407-88.8% |
| Admin fee / account holder | $53 | $2,844-98.2% | $2,495-97.9% | $12,270-99.6% |