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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,545 | $176,402-80.4% | $134,162-74.3% | $158,966-78.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.04% | 63.66%-50.6pp | 36.35%-23.3pp | 302.95%-289.9pp |
| Employer contribution / active EE | $694 | $5,042-86.2% | $3,705-81.3% | $4,762-85.4% |
| Participant deferral / active EE | $1,388 | $4,093-66.1% | $3,500-60.4% | $5,983-76.8% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |