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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,354 | $77,416-75.0% | $69,464-72.1% | $152,897-87.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.47% | 39.08%-22.6pp | 28.98%-12.5pp | 345.43%-329.0pp |
| Employer contribution / active EE | $1,632 | $3,315-50.8% | $2,779-41.3% | $4,764-65.7% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $39 | $6,208-99.4% | $3,840-99.0% | $11,599-99.7% |