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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,133 | $103,008-84.3% | $90,304-82.1% | $152,897-89.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.05% | 95.22%-80.2pp | 78.13%-63.1pp | 345.43%-330.4pp |
| Employer contribution / active EE | $1,418 | $3,139-54.8% | $2,855-50.3% | $4,764-70.2% |
| Participant deferral / active EE | $4,117 | $4,281-3.8% | $3,885+6.0% | $5,851-29.6% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |