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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,340 | $69,118-86.5% | $53,647-82.6% | $138,895-93.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 19.62% | 248.26%-228.6pp | 358.33%-338.7pp | 145.39%-125.8pp |
| Employer contribution / active EE | $669 | $1,189-43.8% | $962-30.5% | $4,194-84.0% |
| Participant deferral / active EE | $669 | $2,274-70.6% | $1,813-63.1% | $6,396-89.5% |
| Admin fee / account holder | $39 | $2,724-98.6% | $2,460-98.4% | $12,562-99.7% |