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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,829 | $53,841-68.7% | $75,731-77.8% | $85,851-80.4% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 43.76% | 24.54%+19.2pp | 104.65%-60.9pp | 318.63%-274.9pp |
| Employer contribution / active EE | $3,543 | $2,017+75.6% | $2,743+29.2% | $2,565+38.1% |
| Participant deferral / active EE | $4,233 | $2,895+46.2% | $3,820+10.8% | $3,952+7.1% |
| Admin fee / account holder | $20 | $3,340-99.4% | $3,620-99.4% | $6,261-99.7% |