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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,111 | $100,139-90.9% | $85,187-89.3% | $145,884-93.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.95% | 84.15%-70.2pp | 66.67%-52.7pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,072 | $3,238-66.9% | $2,732-60.8% | $4,662-77.0% |
| Participant deferral / active EE | $1,941 | $5,296-63.4% | $4,525-57.1% | $6,690-71.0% |
| Admin fee / account holder | $298 | $7,262-95.9% | $6,162-95.2% | $13,392-97.8% |