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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,942 | $110,801-86.5% | $86,615-82.7% | $167,536-91.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 9.31% | 116.96%-107.7pp | 63.51%-54.2pp | 478.82%-469.5pp |
| Employer contribution / active EE | $3,644 | $3,245+12.3% | $2,496+46.0% | $4,839-24.7% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $204 | $8,417-97.6% | $5,830-96.5% | $12,315-98.3% |