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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,460 | $111,787-75.4% | $93,681-70.7% | $145,978-81.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 26.65% | 203.52%-176.9pp | 133.47%-106.8pp | 550.52%-523.9pp |
| Employer contribution / active EE | $1,525 | $3,093-50.7% | $2,422-37.1% | $4,662-67.3% |
| Participant deferral / active EE | $7,467 | $4,918+51.8% | $4,415+69.1% | $6,690+11.6% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |