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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,071 | $100,911-86.1% | $90,440-84.4% | $158,966-91.1% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 10.93% | 1726.62%-1715.7pp | 1294.38%-1283.5pp | 302.95%-292.0pp |
| Employer contribution / active EE | $1,364 | $3,690-63.0% | $3,263-58.2% | $4,762-71.4% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $205 | $6,507-96.8% | $5,615-96.3% | $11,250-98.2% |