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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,344 | $108,942-80.4% | $100,415-78.7% | $145,897-85.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.65% | 58.27%-46.6pp | 49.47%-37.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,323 | $4,422-70.1% | $3,943-66.4% | $4,663-71.6% |
| Participant deferral / active EE | $3,362 | $8,461-60.3% | $8,091-58.4% | $6,689-49.7% |
| Admin fee / account holder | $298 | $9,702-96.9% | $7,906-96.2% | $13,390-97.8% |