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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,677 | $107,941-84.6% | $91,994-81.9% | $152,897-89.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 36.05% | 89.28%-53.2pp | 69.04%-33.0pp | 345.43%-309.4pp |
| Employer contribution / active EE | $3,336 | $4,212-20.8% | $3,453-3.4% | $4,764-30.0% |
| Participant deferral / active EE | $6,407 | $6,366+0.7% | $5,924+8.2% | $5,851+9.5% |
| Admin fee / account holder | $45 | $10,521-99.6% | $7,744-99.4% | $11,599-99.6% |