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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,426 | $27,936-69.8% | $58,561-85.6% | $75,173-88.8% |
| Participation rate | 93.2% | 38.8%+54.3pp | 50.9%+42.3pp | 67.2%+26.0pp |
| Annual return | 23.59% | 44.21%-20.6pp | 4251.33%-4227.7pp | 160.72%-137.1pp |
| Employer contribution / active EE | $748 | $670+11.7% | $1,053-29.0% | $2,671-72.0% |
| Participant deferral / active EE | $2,329 | $1,202+93.8% | $1,923+21.1% | $4,126-43.6% |
| Admin fee / account holder | $221 | $1,727-87.2% | $2,520-91.2% | $5,651-96.1% |