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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,412 | $112,933-75.7% | $90,970-69.9% | $158,982-82.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.03% | 215.82%-198.8pp | 134.60%-117.6pp | 302.99%-286.0pp |
| Employer contribution / active EE | $3,030 | $2,893+4.7% | $2,122+42.8% | $4,763-36.4% |
| Participant deferral / active EE | $5,657 | $4,128+37.1% | $3,373+67.7% | $5,983-5.4% |
| Admin fee / account holder | $209 | $8,047-97.4% | $5,961-96.5% | $11,252-98.1% |