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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,862 | $27,943-86.2% | $58,507-93.4% | $75,177-94.9% |
| Participation rate | 91.7% | 38.8%+52.8pp | 50.9%+40.8pp | 67.2%+24.5pp |
| Annual return | 24.15% | 44.22%-20.1pp | 4252.32%-4228.2pp | 160.75%-136.6pp |
| Employer contribution / active EE | $709 | $670+5.9% | $1,053-32.7% | $2,671-73.5% |
| Participant deferral / active EE | $1,802 | $1,202+49.9% | $1,922-6.3% | $4,126-56.3% |
| Admin fee / account holder | $254 | $1,727-85.3% | $2,486-89.8% | $5,651-95.5% |