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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,065 | $100,073-90.9% | $85,126-89.4% | $145,877-93.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.38% | 84.11%-68.7pp | 66.63%-51.3pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,314 | $3,236-59.4% | $2,731-51.9% | $4,663-71.8% |
| Participant deferral / active EE | $4,737 | $5,294-10.5% | $4,523+4.7% | $6,691-29.2% |
| Admin fee / account holder | $254 | $7,261-96.5% | $6,160-95.9% | $13,402-98.1% |