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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,951 | $118,869-85.7% | $96,575-82.4% | $167,518-89.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.32% | 50.49%-39.2pp | 37.79%-26.5pp | 478.71%-467.4pp |
| Employer contribution / active EE | $1,438 | $3,120-53.9% | $2,357-39.0% | $4,838-70.3% |
| Participant deferral / active EE | $1,395 | $4,616-69.8% | $3,849-63.8% | $6,342-78.0% |
| Admin fee / account holder | $51 | $8,067-99.4% | $6,182-99.2% | $12,312-99.6% |