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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,143 | $69,248-81.0% | $64,101-79.5% | $139,466-90.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.35% | 45.95%-31.6pp | 33.72%-19.4pp | 373.66%-359.3pp |
| Employer contribution / active EE | $1,111 | $3,185-65.1% | $2,749-59.6% | $4,754-76.6% |
| Participant deferral / active EE | $1,573 | $4,682-66.4% | $3,881-59.5% | $6,712-76.6% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |