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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,322 | $110,551-82.5% | $80,741-76.1% | $167,536-88.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 5.55% | 120.57%-115.0pp | 87.30%-81.8pp | 478.82%-473.3pp |
| Employer contribution / active EE | $1,162 | $1,543-24.7% | $1,160+0.1% | $4,839-76.0% |
| Participant deferral / active EE | $7,800 | $2,870+171.7% | $2,145+263.6% | $6,342+23.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |