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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,473 | $27,943-66.1% | $58,507-83.8% | $75,177-87.4% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 20.30% | 44.22%-23.9pp | 4252.32%-4232.0pp | 160.75%-140.5pp |
| Employer contribution / active EE | $1,408 | $670+110.3% | $1,053+33.7% | $2,671-47.3% |
| Participant deferral / active EE | $2,504 | $1,202+108.3% | $1,922+30.3% | $4,126-39.3% |
| Admin fee / account holder | $25 | $1,727-98.6% | $2,486-99.0% | $5,651-99.6% |