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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,041 | $77,416-62.5% | $69,464-58.2% | $152,897-81.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 7.79% | 39.08%-31.3pp | 28.98%-21.2pp | 345.43%-337.6pp |
| Employer contribution / active EE | $885 | $3,315-73.3% | $2,779-68.2% | $4,764-81.4% |
| Participant deferral / active EE | $4,217 | $4,413-4.4% | $3,536+19.3% | $5,851-27.9% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |