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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,657 | $115,814-74.4% | $101,275-70.7% | $158,982-81.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.74% | 56.16%-40.4pp | 46.48%-30.7pp | 302.99%-287.2pp |
| Employer contribution / active EE | $1,416 | $4,176-66.1% | $3,660-61.3% | $4,763-70.3% |
| Participant deferral / active EE | $3,651 | $4,958-26.4% | $4,371-16.5% | $5,983-39.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |