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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,000 | $118,919-84.9% | $88,538-79.7% | $152,897-88.2% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 20.20% | 47.92%-27.7pp | 43.64%-23.4pp | 345.43%-325.2pp |
| Employer contribution / active EE | $3,943 | $2,669+47.7% | $2,098+87.9% | $4,764-17.2% |
| Participant deferral / active EE | $2,633 | $3,549-25.8% | $2,914-9.6% | $5,851-55.0% |
| Admin fee / account holder | $20 | $5,876-99.7% | $4,310-99.5% | $11,599-99.8% |