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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,567 | $96,524-80.8% | $75,900-75.5% | $152,909-87.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 18.63% | 33.93%-15.3pp | 30.73%-12.1pp | 345.46%-326.8pp |
| Employer contribution / active EE | $1,625 | $3,311-50.9% | $2,501-35.0% | $4,764-65.9% |
| Participant deferral / active EE | $2,950 | $4,554-35.2% | $3,604-18.1% | $5,851-49.6% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |