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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,042 | $81,664-63.2% | $70,476-57.4% | $158,966-81.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.74% | 208.59%-191.9pp | 109.12%-92.4pp | 302.95%-286.2pp |
| Employer contribution / active EE | $990 | $3,219-69.3% | $2,738-63.9% | $4,762-79.2% |
| Participant deferral / active EE | $1,304 | $4,556-71.4% | $3,710-64.9% | $5,983-78.2% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |