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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,890 | $95,601-92.8% | $77,183-91.1% | $139,456-95.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.25% | 54.96%-41.7pp | 37.89%-24.6pp | 373.45%-360.2pp |
| Employer contribution / active EE | $1,014 | $3,145-67.7% | $2,534-60.0% | $4,753-78.7% |
| Participant deferral / active EE | $4,406 | $4,623-4.7% | $3,833+15.0% | $6,711-34.3% |
| Admin fee / account holder | $44 | $8,302-99.5% | $5,475-99.2% | $11,407-99.6% |