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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,528 | $29,319-84.6% | $52,425-91.4% | $82,448-94.5% |
| Participation rate | 94.3% | 46.9%+47.4pp | 55.6%+38.7pp | 68.1%+26.2pp |
| Annual return | 39.86% | 535.20%-495.3pp | 302.12%-262.3pp | 41.64%-1.8pp |
| Employer contribution / active EE | $1,334 | $586+127.5% | $914+45.9% | $2,551-47.7% |
| Participant deferral / active EE | $1,641 | $1,171+40.1% | $1,790-8.4% | $4,139-60.4% |
| Admin fee / account holder | $103 | $1,962-94.7% | $2,495-95.9% | $7,234-98.6% |