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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,057 | $124,346-79.8% | $111,308-77.5% | $167,536-85.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 20.58% | 37.45%-16.9pp | 54.67%-34.1pp | 478.82%-458.2pp |
| Employer contribution / active EE | $1,121 | $3,437-67.4% | $2,732-59.0% | $4,839-76.8% |
| Participant deferral / active EE | $10,588 | $5,182+104.3% | $4,487+135.9% | $6,342+66.9% |
| Admin fee / account holder | $88 | $10,621-99.2% | $7,965-98.9% | $12,315-99.3% |