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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,031 | $115,814-83.6% | $101,275-81.2% | $158,982-88.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.05% | 56.16%-40.1pp | 46.48%-30.4pp | 302.99%-286.9pp |
| Employer contribution / active EE | $1,065 | $4,176-74.5% | $3,660-70.9% | $4,763-77.6% |
| Participant deferral / active EE | $3,600 | $4,958-27.4% | $4,371-17.6% | $5,983-39.8% |
| Admin fee / account holder | $15 | $7,249-99.8% | $5,948-99.8% | $11,252-99.9% |