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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,355 | $69,274-76.4% | $64,097-74.5% | $139,487-88.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.80% | 46.00%-33.2pp | 33.75%-20.9pp | 373.84%-361.0pp |
| Employer contribution / active EE | $1,047 | $3,187-67.1% | $2,750-61.9% | $4,755-78.0% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $91 | $4,247-97.9% | $3,070-97.0% | $11,407-99.2% |