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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,817 | $103,038-80.8% | $90,324-78.1% | $152,909-87.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.16% | 95.25%-82.1pp | 78.15%-65.0pp | 345.46%-332.3pp |
| Employer contribution / active EE | $857 | $3,141-72.7% | $2,856-70.0% | $4,764-82.0% |
| Participant deferral / active EE | $1,566 | $4,282-63.4% | $3,885-59.7% | $5,851-73.2% |
| Admin fee / account holder | $3 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |