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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,788 | $107,941-81.7% | $91,994-78.5% | $152,909-87.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 31.38% | 89.28%-57.9pp | 69.04%-37.7pp | 345.46%-314.1pp |
| Employer contribution / active EE | $3,916 | $4,212-7.0% | $3,453+13.4% | $4,764-17.8% |
| Participant deferral / active EE | $5,522 | $6,366-13.2% | $5,924-6.8% | $5,851-5.6% |
| Admin fee / account holder | $207 | $10,521-98.0% | $7,744-97.3% | $11,601-98.2% |