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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,084 | $103,008-61.1% | $90,304-55.6% | $152,897-73.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.91% | 95.22%-76.3pp | 78.13%-59.2pp | 345.43%-326.5pp |
| Employer contribution / active EE | $928 | $3,139-70.4% | $2,855-67.5% | $4,764-80.5% |
| Participant deferral / active EE | $1,856 | $4,281-56.6% | $3,885-52.2% | $5,851-68.3% |
| Admin fee / account holder | $8 | $6,175-99.9% | $5,354-99.9% | $11,599-99.9% |