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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,218 | $95,601-79.9% | $77,183-75.1% | $139,456-86.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.77% | 54.96%-33.2pp | 37.89%-16.1pp | 373.45%-351.7pp |
| Employer contribution / active EE | $1,323 | $3,145-57.9% | $2,534-47.8% | $4,753-72.2% |
| Participant deferral / active EE | $7,033 | $4,623+52.1% | $3,833+83.5% | $6,711+4.8% |
| Admin fee / account holder | $200 | $8,302-97.6% | $5,475-96.3% | $11,407-98.2% |