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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,115 | $150,412-70.7% | $120,574-63.4% | $145,884-69.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.42% | 154.50%-143.1pp | 107.42%-96.0pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,462 | $4,355-66.4% | $3,471-57.9% | $4,662-68.6% |
| Participant deferral / active EE | $11,347 | $6,175+83.8% | $4,996+127.1% | $6,690+69.6% |
| Admin fee / account holder | $165 | $12,224-98.6% | $9,445-98.3% | $13,392-98.8% |