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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,852 | $29,319-66.4% | $52,425-81.2% | $82,448-88.1% |
| Participation rate | 97.9% | 46.9%+51.1pp | 55.6%+42.3pp | 68.1%+29.8pp |
| Annual return | 26.38% | 535.20%-508.8pp | 302.12%-275.7pp | 41.64%-15.3pp |
| Employer contribution / active EE | $1,098 | $586+87.2% | $914+20.1% | $2,551-57.0% |
| Participant deferral / active EE | $2,374 | $1,171+102.7% | $1,790+32.6% | $4,139-42.6% |
| Admin fee / account holder | $112 | $1,962-94.3% | $2,495-95.5% | $7,234-98.5% |