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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,542 | $103,000-83.0% | $90,300-80.6% | $152,885-88.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.39% | 95.19%-75.8pp | 78.11%-58.7pp | 345.39%-326.0pp |
| Employer contribution / active EE | $1,138 | $3,138-63.7% | $2,854-60.1% | $4,763-76.1% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14 | $6,173-99.8% | $5,353-99.7% | $11,598-99.9% |