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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,049 | $118,869-83.1% | $96,575-79.2% | $167,518-88.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.94% | 50.49%-33.6pp | 37.79%-20.9pp | 478.71%-461.8pp |
| Employer contribution / active EE | $2,283 | $3,120-26.8% | $2,357-3.1% | $4,838-52.8% |
| Participant deferral / active EE | $4,191 | $4,616-9.2% | $3,849+8.9% | $6,342-33.9% |
| Admin fee / account holder | $44 | $8,067-99.5% | $6,182-99.3% | $12,312-99.6% |