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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,140 | $68,097-76.3% | $62,929-74.4% | $137,256-88.2% |
| Participation rate | 91.7% | 77.4%+14.2pp | 73.1%+18.6pp | 80.0%+11.7pp |
| Annual return | 16.11% | 1859.11%-1843.0pp | 1063.93%-1047.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,049 | $2,811-62.7% | $2,505-58.1% | $4,156-74.8% |
| Participant deferral / active EE | $800 | $4,553-82.4% | $3,888-79.4% | $6,407-87.5% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |