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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,773 | $100,203-77.3% | $85,240-73.3% | $145,897-84.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.75% | 84.28%-70.5pp | 66.75%-53.0pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,320 | $3,242-59.3% | $2,735-51.7% | $4,663-71.7% |
| Participant deferral / active EE | $3,306 | $5,299-37.6% | $4,527-27.0% | $6,689-50.6% |
| Admin fee / account holder | $250 | $7,265-96.6% | $6,165-96.0% | $13,390-98.1% |