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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,331 | $102,638-85.1% | $81,982-81.3% | $158,982-90.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 22.21% | 61.05%-38.8pp | 41.31%-19.1pp | 302.99%-280.8pp |
| Employer contribution / active EE | $1,153 | $3,241-64.4% | $2,498-53.8% | $4,763-75.8% |
| Participant deferral / active EE | $2,372 | $4,649-49.0% | $3,722-36.3% | $5,983-60.4% |
| Admin fee / account holder | $20 | $8,237-99.8% | $5,665-99.6% | $11,252-99.8% |