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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,487 | $93,117-75.9% | $77,096-70.8% | $134,532-83.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 4.79% | 62.67%-57.9pp | 42.35%-37.6pp | 418.27%-413.5pp |
| Employer contribution / active EE | $1,071 | $3,420-68.7% | $2,814-62.0% | $4,741-77.4% |
| Participant deferral / active EE | $9,154 | $5,241+74.7% | $4,429+106.7% | $6,401+43.0% |
| Admin fee / account holder | $7 | $6,948-99.9% | $5,428-99.9% | $11,429-99.9% |