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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,083 | $27,924-85.4% | $58,544-93.0% | $75,181-94.6% |
| Participation rate | 80.8% | 38.8%+41.9pp | 50.9%+29.9pp | 67.2%+13.6pp |
| Annual return | 35.32% | 44.20%-8.9pp | 4249.56%-4214.2pp | 160.69%-125.4pp |
| Employer contribution / active EE | $1,296 | $669+93.7% | $1,053+23.1% | $2,671-51.5% |
| Participant deferral / active EE | $2,424 | $1,202+101.7% | $1,923+26.0% | $4,126-41.3% |
| Admin fee / account holder | $196 | $1,726-88.6% | $2,520-92.2% | $5,650-96.5% |