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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,770 | $103,000-80.8% | $90,300-78.1% | $152,885-87.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.34% | 95.19%-83.9pp | 78.11%-66.8pp | 345.39%-334.1pp |
| Employer contribution / active EE | $1,962 | $3,138-37.5% | $2,854-31.2% | $4,763-58.8% |
| Participant deferral / active EE | $3,062 | $4,281-28.5% | $3,884-21.2% | $5,851-47.7% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |