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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,251 | $103,008-74.5% | $90,304-70.9% | $152,897-82.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.82% | 95.22%-75.4pp | 78.13%-58.3pp | 345.43%-325.6pp |
| Employer contribution / active EE | $1,800 | $3,139-42.7% | $2,855-36.9% | $4,764-62.2% |
| Participant deferral / active EE | $1,241 | $4,281-71.0% | $3,885-68.1% | $5,851-78.8% |
| Admin fee / account holder | $142 | $6,175-97.7% | $5,354-97.3% | $11,599-98.8% |