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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,096 | $27,936-88.9% | $58,561-94.7% | $75,173-95.9% |
| Participation rate | 76.0% | 38.8%+37.2pp | 50.9%+25.1pp | 67.2%+8.8pp |
| Annual return | 28.43% | 44.21%-15.8pp | 4251.33%-4222.9pp | 160.72%-132.3pp |
| Employer contribution / active EE | $736 | $670+9.9% | $1,053-30.2% | $2,671-72.5% |
| Participant deferral / active EE | $1,124 | $1,202-6.5% | $1,923-41.6% | $4,126-72.8% |
| Admin fee / account holder | $29 | $1,727-98.3% | $2,520-98.8% | $5,651-99.5% |