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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,113 | $103,038-79.5% | $90,324-76.6% | $152,909-86.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.85% | 95.25%-81.4pp | 78.15%-64.3pp | 345.46%-331.6pp |
| Employer contribution / active EE | $1,158 | $3,141-63.1% | $2,856-59.5% | $4,764-75.7% |
| Participant deferral / active EE | $1,943 | $4,282-54.6% | $3,885-50.0% | $5,851-66.8% |
| Admin fee / account holder | $233 | $6,177-96.2% | $5,356-95.7% | $11,601-98.0% |