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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,248 | $99,995-80.8% | $85,063-77.4% | $145,978-86.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 22.00% | 83.99%-62.0pp | 66.54%-44.5pp | 550.52%-528.5pp |
| Employer contribution / active EE | $540 | $3,231-83.3% | $2,727-80.2% | $4,662-88.4% |
| Participant deferral / active EE | $1,600 | $5,295-69.8% | $4,523-64.6% | $6,690-76.1% |
| Admin fee / account holder | $143 | $7,255-98.0% | $6,155-97.7% | $13,400-98.9% |