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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,649 | $103,000-84.8% | $90,300-82.7% | $152,885-89.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.01% | 95.19%-68.2pp | 78.11%-51.1pp | 345.39%-318.4pp |
| Employer contribution / active EE | $1,451 | $3,138-53.8% | $2,854-49.1% | $4,763-69.5% |
| Participant deferral / active EE | $3,180 | $4,281-25.7% | $3,884-18.1% | $5,851-45.6% |
| Admin fee / account holder | $89 | $6,173-98.6% | $5,353-98.3% | $11,598-99.2% |