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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,135 | $157,276-82.7% | $141,177-80.8% | $152,885-82.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.86% | 64.33%-31.5pp | 71.40%-38.5pp | 345.39%-312.5pp |
| Employer contribution / active EE | $3,607 | $5,262-31.4% | $4,736-23.8% | $4,763-24.3% |
| Participant deferral / active EE | $11,221 | $7,110+57.8% | $6,710+67.2% | $5,851+91.8% |
| Admin fee / account holder | $88 | $12,123-99.3% | $10,263-99.1% | $11,598-99.2% |