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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,469 | $154,754-81.6% | $124,206-77.1% | $138,895-79.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 24.44% | 709.28%-684.8pp | 515.27%-490.8pp | 145.39%-121.0pp |
| Employer contribution / active EE | $500 | $4,446-88.8% | $3,540-85.9% | $4,194-88.1% |
| Participant deferral / active EE | $7,604 | $4,621+64.6% | $3,968+91.7% | $6,396+18.9% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |