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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,520 | $152,592-59.7% | $125,180-50.9% | $152,885-59.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.13% | 54.84%-31.7pp | 43.79%-20.7pp | 345.39%-322.3pp |
| Employer contribution / active EE | $1,800 | $4,947-63.6% | $3,866-53.4% | $4,763-62.2% |
| Participant deferral / active EE | $1,800 | $5,868-69.3% | $4,937-63.5% | $5,851-69.2% |
| Admin fee / account holder | $15 | $13,435-99.9% | $9,703-99.8% | $11,598-99.9% |