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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,949 | $107,941-76.0% | $91,994-71.8% | $152,897-83.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.16% | 89.28%-67.1pp | 69.04%-46.9pp | 345.43%-323.3pp |
| Employer contribution / active EE | $1,520 | $4,212-63.9% | $3,453-56.0% | $4,764-68.1% |
| Participant deferral / active EE | $3,225 | $6,366-49.3% | $5,924-45.6% | $5,851-44.9% |
| Admin fee / account holder | $204 | $10,521-98.1% | $7,744-97.4% | $11,599-98.2% |