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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,815 | $115,796-66.5% | $101,264-61.7% | $158,950-75.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.18% | 56.15%-40.0pp | 46.48%-30.3pp | 302.91%-286.7pp |
| Employer contribution / active EE | $1,038 | $4,175-75.1% | $3,660-71.6% | $4,762-78.2% |
| Participant deferral / active EE | $6,829 | $4,958+37.7% | $4,370+56.3% | $5,983+14.1% |
| Admin fee / account holder | $17 | $7,247-99.8% | $5,947-99.7% | $11,248-99.8% |