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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,991 | $103,008-82.5% | $90,304-80.1% | $152,897-88.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.87% | 95.22%-78.4pp | 78.13%-61.3pp | 345.43%-328.6pp |
| Employer contribution / active EE | $1,854 | $3,139-40.9% | $2,855-35.0% | $4,764-61.1% |
| Participant deferral / active EE | $1,939 | $4,281-54.7% | $3,885-50.1% | $5,851-66.9% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |