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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,348 | $102,978-77.3% | $90,287-74.1% | $152,870-84.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 30.26% | 95.17%-64.9pp | 78.10%-47.8pp | 345.34%-315.1pp |
| Employer contribution / active EE | $800 | $3,139-74.5% | $2,855-72.0% | $4,763-83.2% |
| Participant deferral / active EE | $13,200 | $4,281+208.3% | $3,885+239.8% | $5,850+125.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,597-100.0% |