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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,530 | $99,921-91.5% | $85,009-90.0% | $145,959-94.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.96% | 83.89%-71.9pp | 66.47%-54.5pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,082 | $3,233-66.5% | $2,728-60.3% | $4,661-76.8% |
| Participant deferral / active EE | $2,838 | $5,293-46.4% | $4,522-37.2% | $6,689-57.6% |
| Admin fee / account holder | $115 | $7,252-98.4% | $6,153-98.1% | $13,398-99.1% |