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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,631 | $99,921-71.3% | $85,009-66.3% | $145,959-80.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.05% | 83.89%-68.8pp | 66.47%-51.4pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,757 | $3,233-45.6% | $2,728-35.6% | $4,661-62.3% |
| Participant deferral / active EE | $7,422 | $5,293+40.2% | $4,522+64.1% | $6,689+11.0% |
| Admin fee / account holder | $165 | $7,252-97.7% | $6,153-97.3% | $13,398-98.8% |