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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,285 | $100,073-70.7% | $85,126-65.6% | $145,877-79.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.99% | 84.11%-67.1pp | 66.63%-49.6pp | 551.28%-534.3pp |
| Employer contribution / active EE | $6,916 | $3,236+113.7% | $2,731+153.2% | $4,663+48.3% |
| Participant deferral / active EE | $3,656 | $5,294-31.0% | $4,523-19.2% | $6,691-45.4% |
| Admin fee / account holder | $10 | $7,261-99.9% | $6,160-99.8% | $13,402-99.9% |