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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,872 | $108,695-81.7% | $74,722-73.4% | $152,897-87.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 15.63% | 114.11%-98.5pp | 753.11%-737.5pp | 345.43%-329.8pp |
| Employer contribution / active EE | $2,140 | $1,504+42.3% | $1,084+97.4% | $4,764-55.1% |
| Participant deferral / active EE | $3,682 | $2,712+35.8% | $1,963+87.6% | $5,851-37.1% |
| Admin fee / account holder | $254 | $4,906-94.8% | $3,335-92.4% | $11,599-97.8% |