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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,297 | $166,268-74.6% | $165,100-74.4% | $145,897-71.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.96% | 100.52%-91.6pp | 70.21%-61.2pp | 552.29%-543.3pp |
| Employer contribution / active EE | $5,000 | $5,284-5.4% | $4,348+15.0% | $4,663+7.2% |
| Participant deferral / active EE | $6,168 | $6,964-11.4% | $6,035+2.2% | $6,689-7.8% |
| Admin fee / account holder | $290 | $16,659-98.3% | $12,696-97.7% | $13,390-97.8% |