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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,261 | $118,919-83.0% | $88,538-77.1% | $152,897-86.7% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 17.64% | 47.92%-30.3pp | 43.64%-26.0pp | 345.43%-327.8pp |
| Employer contribution / active EE | $40 | $2,669-98.5% | $2,098-98.1% | $4,764-99.2% |
| Participant deferral / active EE | $3,141 | $3,549-11.5% | $2,914+7.8% | $5,851-46.3% |
| Admin fee / account holder | $244 | $5,876-95.8% | $4,310-94.3% | $11,599-97.9% |