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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,773 | $100,073-77.2% | $85,126-73.2% | $145,877-84.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.75% | 84.11%-70.4pp | 66.63%-52.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,320 | $3,236-59.2% | $2,731-51.7% | $4,663-71.7% |
| Participant deferral / active EE | $3,306 | $5,294-37.5% | $4,523-26.9% | $6,691-50.6% |
| Admin fee / account holder | $250 | $7,261-96.6% | $6,160-95.9% | $13,402-98.1% |