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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,754 | $85,171-78.0% | $172,752-89.1% | $72,975-74.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.80% | 27.32%-8.5pp | 802.97%-784.2pp | 81.01%-62.2pp |
| Employer contribution / active EE | $1,715 | $3,324-48.4% | $5,144-66.7% | $2,440-29.7% |
| Participant deferral / active EE | $1,782 | $3,260-45.4% | $5,198-65.7% | $3,608-50.6% |
| Admin fee / account holder | $236 | $5,880-96.0% | $13,955-98.3% | $5,124-95.4% |