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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,402 | $39,028-83.6% | $80,741-92.1% | $85,847-92.5% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 17.84% | 26.31%-8.5pp | 87.30%-69.5pp | 318.61%-300.8pp |
| Employer contribution / active EE | $1,275 | $722+76.5% | $1,160+9.9% | $2,565-50.3% |
| Participant deferral / active EE | $1,860 | $1,326+40.3% | $2,145-13.3% | $3,952-52.9% |
| Admin fee / account holder | $160 | $2,429-93.4% | $3,380-95.3% | $6,261-97.4% |