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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,248 | $27,936-77.6% | $58,561-89.3% | $75,173-91.7% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 36.72% | 44.21%-7.5pp | 4251.33%-4214.6pp | 160.72%-124.0pp |
| Employer contribution / active EE | $3,164 | $670+372.5% | $1,053+200.3% | $2,671+18.4% |
| Participant deferral / active EE | $2,220 | $1,202+84.7% | $1,923+15.5% | $4,126-46.2% |
| Admin fee / account holder | $99 | $1,727-94.3% | $2,520-96.1% | $5,651-98.2% |