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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,866 | $115,810-80.3% | $101,271-77.4% | $158,966-85.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.05% | 56.15%-42.1pp | 46.48%-32.4pp | 302.95%-288.9pp |
| Employer contribution / active EE | $1,316 | $4,175-68.5% | $3,660-64.1% | $4,762-72.4% |
| Participant deferral / active EE | $1,680 | $4,958-66.1% | $4,371-61.6% | $5,983-71.9% |
| Admin fee / account holder | $204 | $7,248-97.2% | $5,948-96.6% | $11,250-98.2% |