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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,987 | $81,668-96.3% | $58,507-94.9% | $139,487-97.9% |
| Participation rate | 88.9% | 61.3%+27.5pp | 50.9%+38.0pp | 80.3%+8.6pp |
| Annual return | 39.57% | 7430.07%-7390.5pp | 4252.32%-4212.8pp | 373.84%-334.3pp |
| Employer contribution / active EE | $511 | $1,398-63.5% | $1,053-51.5% | $4,755-89.3% |
| Participant deferral / active EE | $1,442 | $2,554-43.5% | $1,922-25.0% | $6,713-78.5% |
| Admin fee / account holder | $2 | $3,212-99.9% | $2,486-99.9% | $11,407-100.0% |