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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,582 | $103,038-77.1% | $90,324-73.9% | $152,909-84.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.32% | 95.25%-68.9pp | 78.15%-51.8pp | 345.46%-319.1pp |
| Employer contribution / active EE | $2,325 | $3,141-26.0% | $2,856-18.6% | $4,764-51.2% |
| Participant deferral / active EE | $3,960 | $4,282-7.5% | $3,885+1.9% | $5,851-32.3% |
| Admin fee / account holder | $190 | $6,177-96.9% | $5,356-96.4% | $11,601-98.4% |