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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,713 | $102,638-86.6% | $81,982-83.3% | $158,982-91.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 12.97% | 61.05%-48.1pp | 41.31%-28.3pp | 302.99%-290.0pp |
| Employer contribution / active EE | $4,341 | $3,241+33.9% | $2,498+73.8% | $4,763-8.9% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $122 | $8,237-98.5% | $5,665-97.9% | $11,252-98.9% |