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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,408 | $106,918-80.9% | $84,021-75.7% | $152,897-86.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 36.94% | 105.01%-68.1pp | 71.32%-34.4pp | 345.43%-308.5pp |
| Employer contribution / active EE | $1,141 | $2,735-58.3% | $1,984-42.5% | $4,764-76.0% |
| Participant deferral / active EE | $10,626 | $4,012+164.8% | $3,239+228.1% | $5,851+81.6% |
| Admin fee / account holder | $100 | $8,288-98.8% | $6,102-98.4% | $11,599-99.1% |