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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,645 | $152,619-79.9% | $125,195-75.5% | $152,909-80.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.83% | 54.85%-36.0pp | 43.79%-25.0pp | 345.46%-326.6pp |
| Employer contribution / active EE | $2,539 | $4,947-48.7% | $3,866-34.3% | $4,764-46.7% |
| Participant deferral / active EE | $3,534 | $5,869-39.8% | $4,937-28.4% | $5,851-39.6% |
| Admin fee / account holder | $170 | $13,437-98.7% | $9,704-98.3% | $11,601-98.5% |