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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,407 | $103,008-87.0% | $90,304-85.2% | $152,897-91.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.14% | 95.22%-71.1pp | 78.13%-54.0pp | 345.43%-321.3pp |
| Employer contribution / active EE | $1,525 | $3,139-51.4% | $2,855-46.6% | $4,764-68.0% |
| Participant deferral / active EE | $1,678 | $4,281-60.8% | $3,885-56.8% | $5,851-71.3% |
| Admin fee / account holder | $96 | $6,175-98.4% | $5,354-98.2% | $11,599-99.2% |