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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,197 | $107,030-85.8% | $73,550-79.3% | $147,586-89.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 14.91% | 38.25%-23.3pp | -15.16%+30.1pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,351 | $1,760-23.3% | $1,219+10.8% | $4,876-72.3% |
| Participant deferral / active EE | $4,104 | $2,458+66.9% | $1,804+127.5% | $5,439-24.5% |
| Admin fee / account holder | $66 | $3,055-97.8% | $2,320-97.2% | $10,886-99.4% |