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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,852 | $28,624-65.6% | $53,647-81.6% | $82,637-88.1% |
| Participation rate | 97.9% | 47.3%+50.6pp | 56.3%+41.6pp | 68.1%+29.9pp |
| Annual return | 26.38% | 664.98%-638.6pp | 358.33%-332.0pp | 53.51%-27.1pp |
| Employer contribution / active EE | $1,098 | $637+72.4% | $962+14.1% | $2,552-57.0% |
| Participant deferral / active EE | $2,374 | $1,196+98.5% | $1,813+30.9% | $4,126-42.5% |
| Admin fee / account holder | $112 | $2,022-94.5% | $2,460-95.4% | $7,339-98.5% |