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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,878 | $115,796-85.4% | $101,264-83.3% | $158,950-89.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.34% | 56.15%-40.8pp | 46.48%-31.1pp | 302.91%-287.6pp |
| Employer contribution / active EE | $1,487 | $4,175-64.4% | $3,660-59.4% | $4,762-68.8% |
| Participant deferral / active EE | $1,975 | $4,958-60.2% | $4,370-54.8% | $5,983-67.0% |
| Admin fee / account holder | $105 | $7,247-98.5% | $5,947-98.2% | $11,248-99.1% |