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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,106 | $107,030-89.6% | $73,550-84.9% | $147,586-92.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.79% | 38.25%-22.5pp | -15.16%+31.0pp | 578.59%-562.8pp |
| Employer contribution / active EE | $1,459 | $1,760-17.1% | $1,219+19.6% | $4,876-70.1% |
| Participant deferral / active EE | $5,243 | $2,458+113.3% | $1,804+190.6% | $5,439-3.6% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |