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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,084 | $103,000-61.1% | $90,300-55.6% | $152,885-73.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.91% | 95.19%-76.3pp | 78.11%-59.2pp | 345.39%-326.5pp |
| Employer contribution / active EE | $928 | $3,138-70.4% | $2,854-67.5% | $4,763-80.5% |
| Participant deferral / active EE | $1,856 | $4,281-56.6% | $3,884-52.2% | $5,851-68.3% |
| Admin fee / account holder | $8 | $6,173-99.9% | $5,353-99.9% | $11,598-99.9% |