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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,410 | $110,801-50.9% | $86,615-37.2% | $167,536-67.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 10.10% | 116.96%-106.9pp | 63.51%-53.4pp | 478.82%-468.7pp |
| Employer contribution / active EE | $1,327 | $3,245-59.1% | $2,496-46.8% | $4,839-72.6% |
| Participant deferral / active EE | $2,064 | $4,547-54.6% | $3,699-44.2% | $6,342-67.5% |
| Admin fee / account holder | $148 | $8,417-98.2% | $5,830-97.5% | $12,315-98.8% |