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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,787 | $111,535-84.1% | $105,223-83.1% | $137,256-87.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 47.93% | 237.85%-189.9pp | 180.65%-132.7pp | 220.34%-172.4pp |
| Employer contribution / active EE | $4,174 | $3,939+6.0% | $3,689+13.2% | $4,156+0.4% |
| Participant deferral / active EE | $7,021 | $5,500+27.6% | $5,072+38.4% | $6,407+9.6% |
| Admin fee / account holder | $30 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |