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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,937 | $95,979-67.8% | $74,551-58.5% | $135,380-77.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 8.66% | 56.97%-48.3pp | 32.53%-23.9pp | 519.81%-511.1pp |
| Employer contribution / active EE | $1,572 | $2,716-42.1% | $1,961-19.9% | $4,779-67.1% |
| Participant deferral / active EE | $1,572 | $3,844-59.1% | $3,108-49.4% | $5,609-72.0% |
| Admin fee / account holder | -$17 | $6,522-100.3% | $5,059-100.3% | $10,828-100.2% |