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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,065 | $100,203-91.0% | $85,240-89.4% | $145,897-93.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.38% | 84.28%-68.9pp | 66.75%-51.4pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,314 | $3,242-59.5% | $2,735-52.0% | $4,663-71.8% |
| Participant deferral / active EE | $4,737 | $5,299-10.6% | $4,527+4.6% | $6,689-29.2% |
| Admin fee / account holder | $254 | $7,265-96.5% | $6,165-95.9% | $13,390-98.1% |