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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,218 | $95,580-79.9% | $76,872-75.0% | $139,466-86.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.77% | 55.00%-33.2pp | 37.90%-16.1pp | 373.66%-351.9pp |
| Employer contribution / active EE | $1,323 | $3,145-57.9% | $2,533-47.8% | $4,754-72.2% |
| Participant deferral / active EE | $7,033 | $4,623+52.1% | $3,832+83.5% | $6,712+4.8% |
| Admin fee / account holder | $200 | $8,302-97.6% | $5,476-96.3% | $11,409-98.2% |