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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,307 | $101,063-86.8% | $81,473-83.7% | $147,586-91.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.64% | 32.41%-9.8pp | 38.78%-16.1pp | 578.59%-556.0pp |
| Employer contribution / active EE | $1,702 | $3,206-46.9% | $2,568-33.7% | $4,876-65.1% |
| Participant deferral / active EE | $2,831 | $4,242-33.3% | $3,537-20.0% | $5,439-47.9% |
| Admin fee / account holder | $50 | $5,812-99.1% | $4,561-98.9% | $10,886-99.5% |