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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,441 | $95,406-68.1% | $185,849-83.6% | $85,847-64.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.89% | 23.59%-11.7pp | 122.10%-110.2pp | 318.61%-306.7pp |
| Employer contribution / active EE | $1,471 | $3,314-55.6% | $5,169-71.5% | $2,565-42.7% |
| Participant deferral / active EE | $1,202 | $3,424-64.9% | $5,569-78.4% | $3,952-69.6% |
| Admin fee / account holder | $154 | $7,214-97.9% | $16,244-99.1% | $6,261-97.5% |