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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,149 | $81,664-59.4% | $70,476-53.0% | $158,966-79.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.67% | 208.59%-199.9pp | 109.12%-100.4pp | 302.95%-294.3pp |
| Employer contribution / active EE | $1,529 | $3,219-52.5% | $2,738-44.2% | $4,762-67.9% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $134 | $6,197-97.8% | $3,847-96.5% | $11,250-98.8% |