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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,286 | $101,069-79.9% | $81,478-75.1% | $147,585-86.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 21.74% | 32.40%-10.7pp | 38.78%-17.0pp | 578.57%-556.8pp |
| Employer contribution / active EE | $872 | $3,205-72.8% | $2,568-66.0% | $4,876-82.1% |
| Participant deferral / active EE | $1,642 | $4,242-61.3% | $3,537-53.6% | $5,439-69.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |