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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,775 | $106,923-68.4% | $84,023-59.8% | $152,909-77.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 13.67% | 105.02%-91.4pp | 71.32%-57.7pp | 345.46%-331.8pp |
| Employer contribution / active EE | $3,716 | $2,735+35.8% | $1,984+87.3% | $4,764-22.0% |
| Participant deferral / active EE | $9,757 | $4,013+143.1% | $3,239+201.2% | $5,851+66.7% |
| Admin fee / account holder | $8 | $8,289-99.9% | $6,102-99.9% | $11,601-99.9% |