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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,055 | $115,810-84.4% | $101,271-82.2% | $158,966-88.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.62% | 56.15%-45.5pp | 46.48%-35.9pp | 302.95%-292.3pp |
| Employer contribution / active EE | $2,028 | $4,175-51.4% | $3,660-44.6% | $4,762-57.4% |
| Participant deferral / active EE | $3,341 | $4,958-32.6% | $4,371-23.6% | $5,983-44.2% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |