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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,701 | $108,695-80.0% | $74,722-71.0% | $152,897-85.8% |
| Participation rate | 77.8% | 65.4%+12.4pp | 54.5%+23.3pp | 82.5%-4.7pp |
| Annual return | 24.46% | 114.11%-89.6pp | 753.11%-728.7pp | 345.43%-321.0pp |
| Employer contribution / active EE | $510 | $1,504-66.1% | $1,084-53.0% | $4,764-89.3% |
| Participant deferral / active EE | $3,348 | $2,712+23.5% | $1,963+70.5% | $5,851-42.8% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |