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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,389 | $103,038-89.9% | $90,324-88.5% | $152,909-93.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 39.04% | 95.25%-56.2pp | 78.15%-39.1pp | 345.46%-306.4pp |
| Employer contribution / active EE | $2,676 | $3,141-14.8% | $2,856-6.3% | $4,764-43.8% |
| Participant deferral / active EE | $2,745 | $4,282-35.9% | $3,885-29.4% | $5,851-53.1% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |