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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,149 | $95,975-81.1% | $74,549-75.7% | $135,379-86.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 113.84% | 56.96%+56.9pp | 32.53%+81.3pp | 519.79%-406.0pp |
| Employer contribution / active EE | $1,127 | $2,716-58.5% | $1,961-42.5% | $4,779-76.4% |
| Participant deferral / active EE | $5,601 | $3,844+45.7% | $3,108+80.2% | $5,609-0.1% |
| Admin fee / account holder | $132 | $6,522-98.0% | $5,059-97.4% | $10,828-98.8% |