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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,892 | $27,936-75.3% | $58,561-88.2% | $75,173-90.8% |
| Participation rate | 86.8% | 38.8%+48.0pp | 50.9%+36.0pp | 67.2%+19.6pp |
| Annual return | 24.58% | 44.21%-19.6pp | 4251.33%-4226.8pp | 160.72%-136.1pp |
| Employer contribution / active EE | $959 | $670+43.2% | $1,053-9.0% | $2,671-64.1% |
| Participant deferral / active EE | $1,982 | $1,202+64.9% | $1,923+3.1% | $4,126-52.0% |
| Admin fee / account holder | $67 | $1,727-96.1% | $2,520-97.4% | $5,651-98.8% |