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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,858 | $60,454-68.8% | $81,844-77.0% | $74,459-74.7% |
| Participation rate | 98.4% | 63.0%+35.5pp | 72.4%+26.0pp | 67.2%+31.2pp |
| Annual return | 12.59% | 16.87%-4.3pp | 778.87%-766.3pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $4,697 | $2,630+78.6% | $2,916+61.0% | $2,626+78.9% |
| Participant deferral / active EE | $1,469 | $3,398-56.8% | $4,323-66.0% | $4,350-66.2% |
| Admin fee / account holder | $0 | $1,490-100.0% | $7,355-100.0% | $1,945-100.0% |