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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,470 | $81,664-65.1% | $70,476-59.6% | $158,966-82.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.07% | 208.59%-195.5pp | 109.12%-96.0pp | 302.95%-289.9pp |
| Employer contribution / active EE | $1,488 | $3,219-53.8% | $2,738-45.7% | $4,762-68.8% |
| Participant deferral / active EE | $1,706 | $4,556-62.5% | $3,710-54.0% | $5,983-71.5% |
| Admin fee / account holder | $60 | $6,197-99.0% | $3,847-98.4% | $11,250-99.5% |