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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,269 | $102,638-73.4% | $81,982-66.7% | $158,982-82.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 12.69% | 61.05%-48.4pp | 41.31%-28.6pp | 302.99%-290.3pp |
| Employer contribution / active EE | $1,545 | $3,241-52.3% | $2,498-38.2% | $4,763-67.6% |
| Participant deferral / active EE | $4,800 | $4,649+3.2% | $3,722+28.9% | $5,983-19.8% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |