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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,357 | $22,602-94.0% | $65,566-97.9% | $75,173-98.2% |
| Participation rate | 74.0% | 63.1%+10.9pp | 64.9%+9.1pp | 67.2%+6.8pp |
| Annual return | 240.68% | 71.13%+169.5pp | 47.40%+193.3pp | 160.72%+80.0pp |
| Employer contribution / active EE | $519 | $941-44.9% | $1,692-69.3% | $2,671-80.6% |
| Participant deferral / active EE | $869 | $1,695-48.7% | $2,832-69.3% | $4,126-78.9% |
| Admin fee / account holder | $37 | $1,877-98.0% | $4,114-99.1% | $5,651-99.3% |